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Team lift-out

2 advisors left A••••••••• L••• for N•• E••• W•••••

othertoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Sara Dejay WillisHouston, TxAug 28, 2026Aug 17, 2026
Shannon Michael WillemsHouston, TxAug 28, 2026Aug 17, 2026
The rule
Registrations ended
Aug 28, 2026
Registered next
Aug 17, 2026
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
521 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape