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Team lift-out

2 advisors left F•••••••• F•••••••• S••••••• W••••• M••••••••• for B• R•••• W••••• M•••••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael John GavettDallas, TxNov 18, 2020Sep 9, 2019
Richard Alan WrightDallas, TxNov 18, 2020Jan 22, 2020
The rule
Registrations ended
Nov 18, 2020
Registered next
Sep 9, 2019 to Jan 22, 2020
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape