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Team lift-out

2 advisors left P••••••• I••••••••• L•• for T••••••• A•••••••• I•••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Austin Gentry MarrsHouston, TxJul 30, 2018Jul 19, 2018
Crystal Allison MckeonHouston, TxJul 30, 2018Jul 19, 2018
The rule
Registrations ended
Jul 30, 2018
Registered next
Jul 19, 2018
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape