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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 Brian LeeFort Worth, TxAug 25, 2021Aug 11, 2021
Brandy Michelle PhippsAddison, TxSep 3, 2021Sep 14, 2021
The rule
Registrations ended
Aug 25, 2021 to Sep 3, 2021
Registered next
Aug 11, 2021 to Sep 14, 2021
Branch state
TX
Cities
2, most in Fort Worth, Tx
Registered there that day
2,983 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape