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Team lift-out

4 advisors left U••• A•••• M••••••••• L•• for U••• C•••••• W••••• A•••••••• L••

asset managertoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
David Michael KingHouston, TxAug 24, 2021Jun 30, 2021
Patrick Michael MendenhallHouston, TxAug 24, 2021Jun 30, 2021
Randall Shawn JonesHouston, TxAug 24, 2021Jun 30, 2021
Steve Howell GottHouston, TxAug 24, 2021Jun 30, 2021
The rule
Registrations ended
Aug 24, 2021
Registered next
Jun 30, 2021
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
44%
Succession by the destination
none on the tape
Other teams out of U••• A•••• M••••••••• L••Other teams into U••• C•••••• W••••• A•••••••• L••