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Team lift-out

2 advisors left I••••••••• A•••••• A•••••••• L•• for G•••••• W••••• P•••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Michael HagenMontgomery, AlAug 21, 2025Aug 26, 2025
Cory Justin WrightMontgomery, AlAug 21, 2025Nov 26, 2025
The rule
Registrations ended
Aug 21, 2025
Registered next
Aug 26, 2025 to Nov 26, 2025
Branch state
AL
Cities
1, most in Montgomery, Al
Registered there that day
278 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape