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Team lift-out

2 advisors left U•••• F•••••••• P••••••• for M••••••

unclassifiedtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Hugo Cesar MerazScottsdale, AzOct 21, 2025Oct 3, 2025
Simon Mitchell MoranFlagstaff, AzOct 21, 2025Oct 6, 2025
The rule
Registrations ended
Oct 21, 2025
Registered next
Oct 3, 2025 to Oct 6, 2025
Branch state
AZ
Cities
2, most in Scottsdale, Az
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape