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Team lift-out

2 advisors left M•• I•••••••• S•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradly David CollinsCharlotte, NcOct 16, 2025Oct 13, 2025
Matthew Lawrence KernCharlotte, NcOct 16, 2025Oct 17, 2025
The rule
Registrations ended
Oct 16, 2025
Registered next
Oct 13, 2025 to Oct 17, 2025
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
4,693 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape