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Team lift-out

3 advisors left T•• I••••••••• A•••• M••••••••• L•• for M••••••••• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Hannah June ThompsonPortland, OrFeb 6, 2026Feb 9, 2026
Hugh Sylvanus MerkelPortland, OrFeb 6, 2026Feb 9, 2026
Margaret Champagne WrightPortland, OrFeb 6, 2026Feb 9, 2026
The rule
Registrations ended
Feb 6, 2026
Registered next
Feb 9, 2026
Branch state
OR
Cities
1, most in Portland, Or
Registered there that day
12 (people still on IAPD; an estimate)
Share of that headcount
25%
Succession by the destination
none on the tape