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Team lift-out

2 advisors left U•• F•••••••• S••••••• I••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Scott WeiermanSalt Lake City, UtJun 12, 2026Jun 3, 2026
Tonya RiceClearfield, UtJun 12, 2026Jun 30, 2026
The rule
Registrations ended
Jun 12, 2026
Registered next
Jun 3, 2026 to Jun 30, 2026
Branch state
UT
Cities
2, most in Salt Lake City, Ut
Registered there that day
9,280 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape