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Team lift-out

8 advisors left L•••• F••• A••••••• S••••••• for G••• L••• A•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Craig TillotsonSouthlake, TxOct 7, 2021Sep 13, 2021
Charles Robert ElhoffSouthlake, TxOct 7, 2021Sep 13, 2021
Jason Doyle FletcherDallas, TxOct 7, 2021Sep 7, 2021
Jeffery Brian HarperDallas, TxOct 7, 2021Sep 10, 2021
Karen Elicia SpenceSouthlake, TxOct 7, 2021Sep 7, 2021
Kyle Brookes McbroomDallas, TxOct 7, 2021Sep 7, 2021
Kyle Donald HarperDallas, TxOct 7, 2021Sep 7, 2021
Marcus Claude MooreSouthlake, TxOct 7, 2021Sep 7, 2021
Matthew Duane AllgoodDallas, TxOct 7, 2021Sep 7, 2021
Ryan RaphaelDallas, TxOct 7, 2021Sep 7, 2021
Steven Joseph DevlinDallas, TxOct 7, 2021Oct 12, 2021
The rule
Registrations ended
Oct 7, 2021
Registered next
Sep 7, 2021 to Oct 12, 2021
Branch state
TX
Cities
2, most in Southlake, Tx
Registered there that day
61 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape