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Team lift-out

4 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for S•••••• P••••••• I••••••••• A•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Angela GordonFort Worth, TxApr 17, 2023Mar 20, 2023
Brad Lee ChumleySouthlake, TxApr 17, 2023Mar 20, 2023
Jeffrey William BoppSouthlake, TxApr 17, 2023Mar 20, 2023
Marshall Parker SimmonsSouthlake, TxApr 17, 2023Mar 20, 2023
The rule
Registrations ended
Apr 17, 2023
Registered next
Mar 20, 2023
Branch state
TX
Cities
2, most in Southlake, Tx
Registered there that day
3,290 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape