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Team lift-out

11 advisors left P•• M•••••• A•••••• S••••••••• I••• for P•• W••••• M•••••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Douglas MccarthyAustin, TxJun 1, 2021Jun 4, 2021
Bradford A HutchinsFort Worth, TxJun 2, 2021Jan 14, 2022
Candelario ValdiviaHidalgo, TxJun 2, 2021Oct 19, 2022
Christine B TranHouston, TxJun 2, 2021Jun 2, 2023
David William EpsteinHouston, TxJun 2, 2021Jan 20, 2026
Jacob E. MahanHelotes, TxJun 2, 2021Mar 4, 2022
Jeremy D CacciatoreHouston, TxJun 2, 2021Jan 19, 2022
Mauricio CastilloSan Antonio, TxJun 2, 2021Aug 5, 2022
Mayela OrrantiaHouston, TxJun 2, 2021Aug 22, 2022
Mirna SaldivarLaredo, TxJun 2, 2021Jan 25, 2022
Trang BankerPort Arthur, TxJun 2, 2021Jun 9, 2022
The rule
Registrations ended
Jun 1, 2021 to Jun 2, 2021
Registered next
Jun 4, 2021 to Jan 20, 2026
Branch state
TX
Cities
8, most in Houston, Tx
Registered there that day
267 (people still on IAPD; an estimate)
Share of that headcount
4.1%
Succession by the destination
none on the tape
Other teams out of P•• M•••••• A•••••• S••••••••• I•••Other teams into P•• W••••• M•••••••••