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Team lift-out

6 advisors left N•••••• F•••••••• G••••• I••• for L•• F•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Brent Herman HoffmanBaldwin City, KsApr 27, 2026Apr 21, 2026
Douglas Lyle StephensBaldwin City, KsApr 27, 2026Apr 21, 2026
Jennifer GreerLawrence, KsApr 27, 2026Apr 21, 2026
Malcom OngBaldwin City, KsApr 27, 2026Apr 22, 2026
Nicholas BennettLawrence, KsApr 27, 2026Apr 21, 2026
Van Michael SchafferLawrence, KsApr 27, 2026Apr 21, 2026
The rule
Registrations ended
Apr 27, 2026
Registered next
Apr 21, 2026 to Apr 22, 2026
Branch state
KS
Cities
2, most in Lawrence, Ks
Registered there that day
95 (people still on IAPD; an estimate)
Share of that headcount
6.3%
Succession by the destination
none on the tape