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Team lift-out

2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
John Gary HamiltonChapel Hill, NcJun 15, 2026Jun 15, 2026
William David RichardsChapel Hill, NcJun 15, 2026Jun 17, 2026
The rule
Registrations ended
Jun 15, 2026
Registered next
Jun 15, 2026 to Jun 17, 2026
Branch state
NC
Cities
1, most in Chapel Hill, Nc
Registered there that day
3,914 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape