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Team lift-out

4 advisors left L•• E••••••••• L•• for U•• W••••• M••••••••• R•• L••

BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Lydia TeepleTroy, MiApr 6, 2026Mar 16, 2026
Norbert Charles MartzAuburn Hills, MiApr 6, 2026Mar 16, 2026
Ryan Andrew HowarthAuburn Hills, MiApr 6, 2026Apr 13, 2026
Trevor Douglas CopeTroy, MiApr 6, 2026Mar 16, 2026
The rule
Registrations ended
Apr 6, 2026
Registered next
Mar 16, 2026 to Apr 13, 2026
Branch state
MI
Cities
2, most in Auburn Hills, Mi
Registered there that day
2,911 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape