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Team lift-out

2 advisors left F••••••••• W••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Brent SikesMckinney, TxMay 5, 2026Apr 23, 2026
Jamie JenkinsMckinney, TxMay 5, 2026Apr 16, 2026
The rule
Registrations ended
May 5, 2026
Registered next
Apr 16, 2026 to Apr 23, 2026
Branch state
TX
Cities
1, most in Mckinney, Tx
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape