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Team lift-out

2 advisors left H•••••• F•••••••• G••••• L•• for C•••••• L••

no RAUMtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Josh Robert LaychockAllentown, PaMar 11, 2026Mar 17, 2026
Matthew C. KlineAllentown, PaMar 12, 2026Mar 13, 2026
The rule
Registrations ended
Mar 11, 2026 to Mar 12, 2026
Registered next
Mar 13, 2026 to Mar 17, 2026
Branch state
PA
Cities
1, most in Allentown, Pa
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape