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Team lift-out

2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P•• W••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Staci MadsenTyler, TxSep 1, 2026Sep 11, 2026
Rachel Lashaun JusticeSpring, TxSep 10, 2026Sep 4, 2026
The rule
Registrations ended
Sep 1, 2026 to Sep 10, 2026
Registered next
Sep 4, 2026 to Sep 11, 2026
Branch state
TX
Cities
2, most in Tyler, Tx
Registered there that day
25,377 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape