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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
Michael VatterArlington, TxJul 17, 2026Jul 8, 2026
Vjollca GjinolliFrisco, TxJul 17, 2026Jul 8, 2026
Daniel SobarzoYoakum, TxJul 24, 2026Jul 16, 2026
The rule
Registrations ended
Jul 17, 2026 to Jul 24, 2026
Registered next
Jul 8, 2026 to Jul 16, 2026
Branch state
TX
Cities
3, most in Arlington, Tx
Registered there that day
12,929 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape