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Team lift-out

2 advisors left V••••••• A•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Amanda BatemanCharlotte, NcAug 23, 2024Aug 8, 2024
Bryan ReccaCharlotte, NcAug 29, 2024Aug 26, 2024
The rule
Registrations ended
Aug 23, 2024 to Aug 29, 2024
Registered next
Aug 8, 2024 to Aug 26, 2024
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
1,773 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape