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Team lift-out

2 advisors left U••••• C•••••• F•••••••• A••••••• for J••• M••••• S••••••••• L••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Mark AgnewDallas, TxApr 10, 2023Mar 30, 2023
Liliya LeontyevaDallas, TxApr 11, 2023Apr 14, 2023
The rule
Registrations ended
Apr 10, 2023 to Apr 11, 2023
Registered next
Mar 30, 2023 to Apr 14, 2023
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
295 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape