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Team lift-out

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

state registeredtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeremy HodgesAlpharetta, GaDec 31, 2025Jun 9, 2025
S Reid MarkhamAlpharetta, GaDec 31, 2025Jun 9, 2025
The rule
Registrations ended
Dec 31, 2025
Registered next
Jun 9, 2025
Branch state
GA
Cities
1, most in Alpharetta, Ga
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape