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Team lift-out

3 advisors left R•• C•••••• M••••••• L•• for R••••• W• B•••• • C•• I•••••••••

national BDtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Laurel Dee ReynoldsEverett, WaJul 16, 2026Jul 6, 2026
Michael Joseph FoodyFall City, WaJul 16, 2026Jul 6, 2026
Neale Sheffield FoodySeattle, WaJul 16, 2026Jul 6, 2026
The rule
Registrations ended
Jul 16, 2026
Registered next
Jul 6, 2026
Branch state
WA
Cities
3, most in Fall City, Wa
Registered there that day
3,803 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape