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Team lift-out

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

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Nicholas John BloomhuffMedina, OhFeb 6, 2026Feb 3, 2026
James Lawrence JackFairview Park, OhFeb 9, 2026Feb 4, 2026
Ryan J MontanariParma, OhFeb 10, 2026Feb 2, 2026
The rule
Registrations ended
Feb 6, 2026 to Feb 10, 2026
Registered next
Feb 2, 2026 to Feb 4, 2026
Branch state
OH
Cities
3, most in Medina, Oh
Registered there that day
12,497 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape