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Team lift-out

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cody Alan HeinsGlendale, AzAug 4, 2025Jul 31, 2025
Jordon Rion WheelerGlendale, AzAug 4, 2025Jul 31, 2025
The rule
Registrations ended
Aug 4, 2025
Registered next
Jul 31, 2025
Branch state
AZ
Cities
1, most in Glendale, Az
Registered there that day
20,707 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape