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Team lift-out

3 advisors left P•• W••••• M••••••••• for W•••• F•••• A•••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Monty Ray PollardNashville, NcOct 12, 2018Oct 4, 2018
Tracy DeanWilmington, NcOct 19, 2018Sep 28, 2018
Kurt EngelhardtCharlotte, NcNov 1, 2018Mar 14, 2019
The rule
Registrations ended
Oct 12, 2018 to Nov 1, 2018
Registered next
Sep 28, 2018 to Mar 14, 2019
Branch state
NC
Cities
3, most in Nashville, Nc
Registered there that day
869 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape