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Team lift-out

4 advisors left R•••••• J•••• • A••••••••• I••• for M••••• S••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Dener Jose De SouzaMiami, FlJun 29, 2026Jul 8, 2026
Mitchell LamchickParkland, FlJul 2, 2026Jul 2, 2026
Juan ArboledaCoral Gables, FlJul 8, 2026Jul 1, 2026
Michael Scott EpsteinCoral Gables, FlJul 8, 2026Jul 1, 2026
The rule
Registrations ended
Jun 29, 2026 to Jul 8, 2026
Registered next
Jul 1, 2026 to Jul 8, 2026
Branch state
FL
Cities
3, most in Coral Gables, Fl
Registered there that day
5,651 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape