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Team lift-out

3 advisors left U•• F•••••••• S••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Carroll Edward MullisSe Marietta, GaJun 22, 2026Jun 11, 2026
Cole Alexander PaschalAtlanta, GaJun 22, 2026Jun 12, 2026
Greg Robert DayMilton, GaJun 22, 2026Jun 11, 2026
The rule
Registrations ended
Jun 22, 2026
Registered next
Jun 11, 2026 to Jun 12, 2026
Branch state
GA
Cities
3, most in Milton, Ga
Registered there that day
9,278 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape