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Team lift-out

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

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Kevin Scott GrayDallas, TxNov 14, 2018Nov 15, 2018
Matthew Grant HarwellDallas, TxNov 14, 2018Nov 1, 2018
The rule
Registrations ended
Nov 14, 2018
Registered next
Nov 1, 2018 to Nov 15, 2018
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
348 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape