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Team lift-out

4 advisors left E••••• J•••• for K•••••••• W••••• M••••••••• L••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew James ButlerAlma, MiApr 13, 2026Apr 14, 2026
Grace Anne TimmersAlma, MiApr 13, 2026Apr 21, 2026
Justin Alan ColeNorth Muskegon, MiApr 13, 2026Apr 10, 2026
Elizabeth Ann GillAlma, MiApr 15, 2026Jul 6, 2026
The rule
Registrations ended
Apr 13, 2026 to Apr 15, 2026
Registered next
Apr 10, 2026 to Jul 6, 2026
Branch state
MI
Cities
2, most in Alma, Mi
Registered there that day
23,391 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape