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Team lift-out

2 advisors left R•••••••• A••••••• for W••••••• C••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Parker HughesAtlanta, GaAug 25, 2026Sep 3, 2026
Stuart Sommerville CanzeriAtlanta, GaAug 25, 2026Aug 31, 2026
The rule
Registrations ended
Aug 25, 2026
Registered next
Aug 31, 2026 to Sep 3, 2026
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
18%
Succession by the destination
none on the tape