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Team lift-out

5 advisors left R•••••• J•••• • A••••••••• I••• for C•••• C••••••

national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Erika Lynn WolekChicago, IlJan 20, 2026Jan 27, 2026
John Joseph PostelChicago, IlJan 20, 2026Jan 16, 2026
Benjamin CohenChicago, IlJan 21, 2026Jan 16, 2026
Michael CohenBannockburn, IlJan 21, 2026Jan 22, 2026
Richard HorwitchRiverwoods, IlJan 21, 2026Jan 16, 2026
The rule
Registrations ended
Jan 20, 2026 to Jan 21, 2026
Registered next
Jan 16, 2026 to Jan 27, 2026
Branch state
IL
Cities
3, most in Chicago, Il
Registered there that day
5,538 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape