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Team lift-out

2 advisors left P•• A••••••• for O•••• W•••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Darin Jay BourgeoisScottsdale, AzNov 1, 2025Aug 21, 2025
Scott Michael HanishScottsdale, AzNov 10, 2025Nov 7, 2025
The rule
Registrations ended
Nov 1, 2025 to Nov 10, 2025
Registered next
Aug 21, 2025 to Nov 7, 2025
Branch state
AZ
Cities
1, most in Scottsdale, Az
Registered there that day
108 (people still on IAPD; an estimate)
Share of that headcount
1.9%
Succession by the destination
none on the tape