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Team lift-out

2 advisors left B••• S••••••••• L•• for T••••• A••••••• S•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Kendrick Martin WhitehurstCharlotte, NcOct 1, 2020Jul 27, 2021
William Gordon SavageWilmington, NcOct 5, 2020May 13, 2021
The rule
Registrations ended
Oct 1, 2020 to Oct 5, 2020
Registered next
May 13, 2021 to Jul 27, 2021
Branch state
NC
Cities
2, most in Charlotte, Nc
Registered there that day
900 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape