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Team lift-out

2 advisors left R•• C•••••• M••••••• L•• for L•• F•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Carl Anthony HindsFresno, CaSep 4, 2026Aug 19, 2026
Emily Ann SchoettlerMadera, CaSep 4, 2026Aug 20, 2026
The rule
Registrations ended
Sep 4, 2026
Registered next
Aug 19, 2026 to Aug 20, 2026
Branch state
CA
Cities
2, most in Fresno, Ca
Registered there that day
3,832 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape