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Team lift-out

4 advisors left T•••••• for M•••• C••••••• A••••••• S••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jim Donald LeonardCabot, ArDec 6, 2025Dec 10, 2025
Terry Lucas MintonCabot, ArDec 10, 2025Dec 5, 2025
Daniel Lucas DickersonHot Springs, ArDec 22, 2025Dec 15, 2025
Ronald Herbert BrutonLittle Rock, ArDec 22, 2025Dec 19, 2025
The rule
Registrations ended
Dec 6, 2025 to Dec 22, 2025
Registered next
Dec 5, 2025 to Dec 19, 2025
Branch state
AR
Cities
4, most in Cabot, Ar
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
36%
Succession by the destination
none on the tape