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Team lift-out

8 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
Daniel Frederick BaumgoldFort Collins, CoApr 8, 2026Apr 6, 2026
Melissa Marie DixonFort Collins, CoApr 8, 2026Apr 6, 2026
Alexander Daniel DixonFort Collins, CoApr 10, 2026Apr 1, 2026
Darin Gene LuzeFort Collins, CoApr 10, 2026Apr 2, 2026
Jacob MillerFort Collins, CoApr 10, 2026Apr 1, 2026
James Lavern CoxFort Collins, CoApr 10, 2026Apr 1, 2026
Matthew Lawrence DixonFort Collins, CoApr 10, 2026Apr 1, 2026
Tamira Dee EberhardtFort Collins, CoApr 10, 2026Apr 1, 2026
The rule
Registrations ended
Apr 8, 2026 to Apr 10, 2026
Registered next
Apr 1, 2026 to Apr 6, 2026
Branch state
CO
Cities
1, most in Fort Collins, Co
Registered there that day
22,305 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into C•••••••• I••••••••• R••••••• A•••••••• I•••