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Team lift-out

2 advisors left U••••• C•••••• F•••••••• A••••••• for K••••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bobby Sharan GomezIrving, TxOct 7, 2021Sep 20, 2021
Mouna NutakkiIrving, TxOct 19, 2021Oct 5, 2021
The rule
Registrations ended
Oct 7, 2021 to Oct 19, 2021
Registered next
Sep 20, 2021 to Oct 5, 2021
Branch state
TX
Cities
1, most in Irving, Tx
Registered there that day
285 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape