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Team lift-out

2 advisors left H•••••• T••••••• • K•••• L•• for K••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon James GrockiTinton Falls, NjFeb 17, 2026Feb 17, 2026
Todd J JakubikEdison, NjFeb 17, 2026Feb 17, 2026
The rule
Registrations ended
Feb 17, 2026
Registered next
Feb 17, 2026
Branch state
NJ
Cities
2, most in Edison, Nj
Registered there that day
443 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape