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Team lift-out

3 advisors left T••••• A••••••• S•••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Tracey Kirsteen CollinsCharlottesville, VaMar 6, 2026Mar 2, 2026
Edward Alan VollbrechtFredericksburg, VaMar 16, 2026Mar 16, 2026
Ralph Wesley MasonFredericksburg, VaMar 16, 2026Mar 13, 2026
The rule
Registrations ended
Mar 6, 2026 to Mar 16, 2026
Registered next
Mar 2, 2026 to Mar 16, 2026
Branch state
VA
Cities
2, most in Fredericksburg, Va
Registered there that day
1,939 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape