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Team lift-out

2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for H• L• O••••• • C••••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Michelle Ann CoreyGreenville, NcJun 9, 2021Jun 29, 2021
Herbert Lyman OrmondGreenville, NcJun 22, 2021Jun 28, 2021
The rule
Registrations ended
Jun 9, 2021 to Jun 22, 2021
Registered next
Jun 28, 2021 to Jun 29, 2021
Branch state
NC
Cities
1, most in Greenville, Nc
Registered there that day
4,773 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape