The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeremi ZabelHouston, TxApr 28, 2026Apr 24, 2026
John Harold TylerHouston, TxApr 28, 2026Apr 27, 2026
Joseph Alexander BybeeHouston, TxApr 28, 2026Apr 24, 2026
Malia S MoralesDallas, TxApr 28, 2026Apr 24, 2026
Michael Bradley WestHouston, TxApr 28, 2026Apr 24, 2026
Tyler D LaneHouston, TxApr 28, 2026Apr 24, 2026
Theodore Richard EllsworthKaty, TxApr 29, 2026Apr 24, 2026
The rule
Registrations ended
Apr 28, 2026 to Apr 29, 2026
Registered next
Apr 24, 2026 to Apr 27, 2026
Branch state
TX
Cities
3, most in Houston, Tx
Registered there that day
24,948 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape