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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
Jeffery Demarcus CheathamSpring, TxAug 31, 2026Aug 28, 2026
Cristina MontenegroDallas, TxSep 14, 2026Sep 11, 2026
The rule
Registrations ended
Aug 31, 2026 to Sep 14, 2026
Registered next
Aug 28, 2026 to Sep 11, 2026
Branch state
TX
Cities
2, most in Spring, Tx
Registered there that day
23,978 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape