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Team lift-out

2 advisors left A••••••••• F•••••••• S•••••••• L•• for N•••••••• P•••••••• L••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bret Andrew GloverCarson City, NvJul 11, 2025Jul 10, 2025
Stephen Michael WestlakeCarson City, NvJul 14, 2025Jul 11, 2025
The rule
Registrations ended
Jul 11, 2025 to Jul 14, 2025
Registered next
Jul 10, 2025 to Jul 11, 2025
Branch state
NV
Cities
1, most in Carson City, Nv
Registered there that day
12,141 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape