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Team lift-out

4 advisors left K••••• A••••••• S•••••••• L•• for B•••• W•••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Alison Bach CantleyAustin, TxApr 28, 2026Apr 28, 2026
Nathan Eugene ImbodenAustin, TxApr 28, 2026Apr 27, 2026
Noah LehmanAustin, TxApr 28, 2026Apr 27, 2026
Robert Linwood GrimmAustin, TxApr 28, 2026Apr 27, 2026
Tressia Mae MarinoAustin, TxApr 28, 2026Apr 27, 2026
The rule
Registrations ended
Apr 28, 2026
Registered next
Apr 27, 2026
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
1,387 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape