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Team lift-out

4 advisors left E••••• J•••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joshua Andrew SchachnerSt Louis, MoMay 4, 2026Apr 30, 2026
Howard Moises MerkwanSt Louis, MoMay 8, 2026May 7, 2026
The rule
Registrations ended
May 4, 2026 to May 18, 2026
Registered next
Apr 30, 2026 to Jun 17, 2026
Branch state
MO
Cities
1, most in St Louis, Mo
Registered there that day
23,478 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape