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Team lift-out

5 advisors left G•• W••••• S••••••••• G••••• L•• for O•••• W•••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Logan GoldsteinGreenwood Village, CoNov 14, 2025Nov 14, 2025
Lloyd Evans SpragueGreenwood Village, CoNov 14, 2025Nov 14, 2025
Mason Collins SamuelsGreenwood Village, CoNov 14, 2025Nov 14, 2025
Ryan NuuGreenwood Village, CoNov 14, 2025Nov 14, 2025
Samuel Ryan GrizzleGreenwood Village, CoNov 14, 2025Nov 14, 2025
The rule
Registrations ended
Nov 14, 2025
Registered next
Nov 14, 2025
Branch state
CO
Cities
1, most in Greenwood Village, Co
Registered there that day
25 (people still on IAPD; an estimate)
Share of that headcount
20%
Succession by the destination
none on the tape
Other teams out of G•• W••••• S••••••••• G••••• L••Other teams into O•••• W•••••• I•••