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Team lift-out

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Paul GarciaThe Woodlands, TxMay 25, 2026May 14, 2026
Harold John LesageThe Woodlands, TxMay 25, 2026May 14, 2026
Jeanette Marie MattizaThe Woodlands, TxMay 25, 2026May 14, 2026
The rule
Registrations ended
May 25, 2026
Registered next
May 14, 2026
Branch state
TX
Cities
2, most in The Woodlands, Tx
Registered there that day
9,267 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape