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Team lift-out

2 advisors left C••••••••• F•••••••• N•••••• for I••••••••• W••••• A•••••••• L••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Joseph RossiSeattle, WaDec 31, 2025Nov 4, 2021
Austin Sarvis CollinsNewcastle, WaDec 31, 2025Nov 4, 2021
The rule
Registrations ended
Dec 31, 2025
Registered next
Nov 4, 2021
Branch state
WA
Cities
2, most in Newcastle, Wa
Registered there that day
3,103 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape