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Team lift-out

2 advisors left O•••• W•••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael A PerryScottsdale, AzAug 14, 2026Aug 12, 2026
Steven George MeierScottsdale, AzAug 14, 2026Aug 24, 2026
The rule
Registrations ended
Aug 14, 2026
Registered next
Aug 12, 2026 to Aug 24, 2026
Branch state
AZ
Cities
1, most in Scottsdale, Az
Registered there that day
8,016 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape