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Team lift-out

7 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jared Bryce RoskelleyScottsdale, AzJan 28, 2025Jan 27, 2025
Kyle Lee RobertsonScottsdale, AzJan 28, 2025Jan 27, 2025
Matthew Joseph TinyoScottsdale, AzJan 28, 2025Feb 3, 2025
Daniel Page MisenhimerYuma, AzJan 30, 2025Mar 13, 2025
Melissa Toler ShortYuma, AzJan 30, 2025Jan 29, 2025
Helen Carol TannerYuma, AzJan 31, 2025Mar 5, 2025
Steven SchulteYuma, AzJan 31, 2025Jan 29, 2025
The rule
Registrations ended
Jan 28, 2025 to Jan 31, 2025
Registered next
Jan 27, 2025 to Mar 13, 2025
Branch state
AZ
Cities
2, most in Yuma, Az
Registered there that day
11,855 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of A••••••••• F•••••••• S•••••••• L••Other teams into L•• F•••••••• L••