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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
Robert David HatchLodi, WiAug 13, 2026Aug 10, 2026
Howard Arthur RiemannPewaukee, WiAug 17, 2026Aug 17, 2026
The rule
Registrations ended
Aug 13, 2026 to Aug 17, 2026
Registered next
Aug 10, 2026 to Aug 17, 2026
Branch state
WI
Cities
2, most in Lodi, Wi
Registered there that day
8,015 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape