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Team lift-out

2 advisors left A••••••••• F•••••••• S•••••••• L•• for O•••• W•••••• I•••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Chadwic Joseph SarsfieldCedar Rapids, IaJul 20, 2026Jul 8, 2026
Coy J SarsfieldCedar Rapids, IaJul 20, 2026Jul 8, 2026
The rule
Registrations ended
Jul 20, 2026
Registered next
Jul 8, 2026
Branch state
IA
Cities
1, most in Cedar Rapids, Ia
Registered there that day
12,925 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape