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Team lift-out

2 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
Logan Douglas MyersMiamisburg, OhJan 13, 2026Jan 8, 2026
Matthew Scott LongPepper Pike, OhJan 19, 2026Jan 7, 2026
The rule
Registrations ended
Jan 13, 2026 to Jan 19, 2026
Registered next
Jan 7, 2026 to Jan 8, 2026
Branch state
OH
Cities
2, most in Miamisburg, Oh
Registered there that day
9,190 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape