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Team lift-out

2 advisors left R•• A•••••••• L•• for A••••••• W••••• A•••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
William Jack HaskinsDothan, AlJan 20, 2026Jan 20, 2026
Matthew John LemenVestavia Hills, AlJan 21, 2026Jan 20, 2026
The rule
Registrations ended
Jan 20, 2026 to Jan 21, 2026
Registered next
Jan 20, 2026
Branch state
AL
Cities
2, most in Dothan, Al
Registered there that day
155 (people still on IAPD; an estimate)
Share of that headcount
1.3%
Succession by the destination
none on the tape