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RIA Intelligence

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Team lift-out

9 advisors left R•••••• J•••• • A••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Crawford StokesMarietta, GaJun 26, 2026Jun 26, 2026
Cody Lee HilbunAtlanta, GaJun 26, 2026Jul 6, 2026
Daan Sebastian MutsaersAtlanta, GaJun 26, 2026Jun 26, 2026
Daniel Timothy PakkalaRoswell, GaJun 26, 2026Jun 26, 2026
Don Dusan MilichAtlanta, GaJun 26, 2026Jun 26, 2026
Elizabeth Grace CurtisAtlanta, GaJun 26, 2026Jun 30, 2026
Max Zimmerman DeanAtlanta, GaJun 26, 2026Jun 26, 2026
Samuel Carlyle ConnAtlanta, GaJun 26, 2026Jul 1, 2026
Thomas Alden CarlockAtlanta, GaJun 26, 2026Jul 1, 2026
Timothy Joseph PulicareAtlanta, GaJun 26, 2026Jul 1, 2026
The rule
Registrations ended
Jun 26, 2026
Registered next
Jun 26, 2026 to Jul 6, 2026
Branch state
GA
Cities
3, most in Atlanta, Ga
Registered there that day
5,662 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• • A••••••••• I•••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••