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Team lift-out

2 advisors left E••••• J•••• for A••••••••• F•••••••• S•••••••• L••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Kyle Anthony ReidPort Arthur, TxJan 25, 2026Jan 16, 2026
Tracy MoreheadSouthlake, TxJan 25, 2026Jan 16, 2026
The rule
Registrations ended
Jan 25, 2026
Registered next
Jan 16, 2026
Branch state
TX
Cities
2, most in Southlake, Tx
Registered there that day
23,098 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape