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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jacob Samuel AromySan Antonio, TxJun 18, 2026Aug 6, 2026
Gerardo A SimionMansfield, TxJun 28, 2026Jul 13, 2026
The rule
Registrations ended
Jun 18, 2026 to Jun 28, 2026
Registered next
Jul 13, 2026 to Aug 6, 2026
Branch state
TX
Cities
2, most in San Antonio, Tx
Registered there that day
13,432 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape