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Team lift-out

2 advisors left D••• D••••••• • C•• for G•••••••• P•••••• W•••••• L••

independent RIAtounclassifiedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Patrick Robert FletcherGig Harbor, WaJan 9, 2026Jan 9, 2026
Ryan James HalleranSammamish, WaJan 9, 2026Jan 9, 2026
The rule
Registrations ended
Jan 9, 2026
Registered next
Jan 9, 2026
Branch state
WA
Cities
2, most in Sammamish, Wa
Registered there that day
672 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape