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Team lift-out

4 advisors left E••••• J•••• for L•• F•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Corrine Elizabeth NovakDenver, CoJun 12, 2026Jun 11, 2026
Sean Elwood HagermanDenver, CoJun 12, 2026Jun 11, 2026
Victoria WildhaberAurora, CoJun 16, 2026Jun 15, 2026
Jason BertinoMonument, CoJun 22, 2026Jun 18, 2026
The rule
Registrations ended
Jun 12, 2026 to Jun 22, 2026
Registered next
Jun 11, 2026 to Jun 18, 2026
Branch state
CO
Cities
3, most in Denver, Co
Registered there that day
23,621 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape