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Team lift-out

3 advisors left A••••••• A••••••• S•••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Chantel WilliamsHouston, TxFeb 24, 2026Feb 20, 2026
Qaadir T WilliamsHouston, TxFeb 26, 2026Feb 20, 2026
Ann Baker RonnHouston, TxMar 6, 2026Feb 22, 2026
The rule
Registrations ended
Feb 24, 2026 to Mar 6, 2026
Registered next
Feb 20, 2026 to Feb 22, 2026
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
538 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape