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Team lift-out

2 advisors left L•• F•••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey R. ToddFort Collins, CoFeb 13, 2026Feb 10, 2026
Charlene Ann LaneyCentennial, CoFeb 24, 2026Feb 17, 2026
The rule
Registrations ended
Feb 13, 2026 to Feb 24, 2026
Registered next
Feb 10, 2026 to Feb 17, 2026
Branch state
CO
Cities
2, most in Fort Collins, Co
Registered there that day
22,027 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape