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Team lift-out

2 advisors left K••••• A••••••• S•••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
James Mitchell OllisAustin, TxJun 22, 2026Jun 22, 2026
Logan Thomas ElliottAustin, TxJun 22, 2026Jun 22, 2026
The rule
Registrations ended
Jun 22, 2026
Registered next
Jun 22, 2026
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
1,414 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape