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Team lift-out

3 advisors left R••••• W• B•••• • C•• I••••••••• for R•• C•••••• M••••••• L••

mixed wealthtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Marcus A FairHouston, TxJan 20, 2026Jan 8, 2026
Michael Elliot FowlerHouston, TxJan 20, 2026Jan 13, 2026
Stephen Hallett EllsworthPearland, TxJan 20, 2026Jan 8, 2026
The rule
Registrations ended
Jan 20, 2026
Registered next
Jan 8, 2026 to Jan 13, 2026
Branch state
TX
Cities
2, most in Houston, Tx
Registered there that day
2,504 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape