The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

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

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Veronica CadenaMcallen, TxJun 1, 2026May 26, 2026
William Michael SteeleDallas, TxJun 2, 2026May 29, 2026
Thomas Alfred HughesColleyville, TxJun 3, 2026May 29, 2026
The rule
Registrations ended
Jun 1, 2026 to Jun 3, 2026
Registered next
May 26, 2026 to May 29, 2026
Branch state
TX
Cities
3, most in Mcallen, Tx
Registered there that day
12,606 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape