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Team lift-out

3 advisors left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Eric Douglas RotoloWesterville, OhJun 12, 2026Jun 1, 2026
Jennifer L PazicniMiddlefield, OhJun 12, 2026Jun 1, 2026
Thomas Dean HartWesterville, OhJun 12, 2026Jun 1, 2026
The rule
Registrations ended
Jun 12, 2026
Registered next
Jun 1, 2026
Branch state
OH
Cities
2, most in Westerville, Oh
Registered there that day
22,732 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape