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Team lift-out

2 advisors left C••••• A••••••• L•• for L•• F•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
James Laverne StoneMccomb, MsJul 21, 2018Jan 1, 2025
Brian Ashley MoseleyMadison, MsAug 2, 2018Jul 31, 2018
The rule
Registrations ended
Jul 21, 2018 to Aug 2, 2018
Registered next
Jul 31, 2018 to Jan 1, 2025
Branch state
MS
Cities
2, most in Mccomb, Ms
Registered there that day
321 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape