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Team lift-out

2 advisors left P•••••••• A••••••• for T•••• W•••••

national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
William Carlisle BoneDallas, TxAug 8, 2022Aug 26, 2022
Gregory Kent DiamondDallas, TxAug 12, 2022Aug 12, 2022
The rule
Registrations ended
Aug 8, 2022 to Aug 12, 2022
Registered next
Aug 12, 2022 to Aug 26, 2022
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
2,634 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape