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Team lift-out

7 advisors left U•• F•••••••• S••••••• I••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Alec Jacob JordanEuless, TxMay 12, 2026May 1, 2026
Evan Edward TaylorAddison, TxMay 12, 2026May 1, 2026
Henry Wendell JordanColleyville, TxMay 12, 2026May 6, 2026
Jason E Everett TaraszkiDallas, TxMay 12, 2026May 4, 2026
Rusti D RoggerPlano, TxMay 12, 2026May 1, 2026
Scott WolfeRockwall, TxMay 13, 2026May 1, 2026
Juan Camilo VillamizarPlano, TxMay 26, 2026May 1, 2026
The rule
Registrations ended
May 12, 2026 to May 26, 2026
Registered next
May 1, 2026 to May 6, 2026
Branch state
TX
Cities
6, most in Plano, Tx
Registered there that day
9,272 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape