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Team lift-out

3 advisors left A••••••••• F•••••••• S•••••••• L•• for R•••••• J•••• • A••••••••• I•••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Amie T ThompsonWest Jordan, UtAug 21, 2026Aug 27, 2026
Scott JeppsonKaysville, UtAug 31, 2026Aug 31, 2026
Quintin J GardnerKaysville, UtSep 2, 2026Aug 20, 2026
The rule
Registrations ended
Aug 21, 2026 to Sep 2, 2026
Registered next
Aug 20, 2026 to Aug 31, 2026
Branch state
UT
Cities
2, most in Kaysville, Ut
Registered there that day
12,980 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape