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Team lift-out

2 advisors left S•••••••• F••••••••• I••• for P•••••• W••••• M••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Richard Jeffrey ThomasDaufuskie Island, ScApr 29, 2022Apr 27, 2022
John Edward Townes TaylorCharleston, ScMay 3, 2022Apr 27, 2022
The rule
Registrations ended
Apr 29, 2022 to May 3, 2022
Registered next
Apr 27, 2022
Branch state
SC
Cities
2, most in Daufuskie Island, Sc
Registered there that day
909 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape