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Team lift-out

2 advisors left G•••••• S•••• W••••• S•••••••• L••• for A••••••• F••••••••• L•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Kayla Sue-Helene SamuelIrving, TxMay 20, 2025May 12, 2025
Sean Tyler RyanIrving, TxMay 30, 2025May 6, 2025
The rule
Registrations ended
May 20, 2025 to May 30, 2025
Registered next
May 6, 2025 to May 12, 2025
Branch state
TX
Cities
1, most in Irving, Tx
Registered there that day
955 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape