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Team lift-out

2 advisors left G••••••• W••••• P•••••••• L•• for P••• A••••• S••••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Autumn ValoreAustin, TxDec 11, 2025Dec 11, 2025
Michael Tyler ValoreHouston, TxDec 11, 2025Dec 11, 2025
The rule
Registrations ended
Dec 11, 2025
Registered next
Dec 11, 2025
Branch state
TX
Cities
2, most in Austin, Tx
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape