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Team lift-out

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

state registeredtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Martin A FrostStatesville, NcFeb 25, 2025Feb 24, 2025
Nicole June RobertsonChapel Hill, NcFeb 25, 2025Feb 24, 2025
The rule
Registrations ended
Feb 25, 2025
Registered next
Feb 24, 2025
Branch state
NC
Cities
2, most in Chapel Hill, Nc
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
29%
Succession by the destination
none on the tape