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Team lift-out

2 advisors left M••••• S•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher David ColonPlano, TxApr 6, 2018Apr 2, 2018
David Jon MorrowBeaumont, TxApr 16, 2018Apr 13, 2018
The rule
Registrations ended
Apr 6, 2018 to Apr 16, 2018
Registered next
Apr 2, 2018 to Apr 13, 2018
Branch state
TX
Cities
2, most in Plano, Tx
Registered there that day
14,434 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape