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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
Wesley Alan CoyleAustin, TxFeb 3, 2025Jan 25, 2025
Lauri Lynn CamdenThe Woodlands, TxFeb 13, 2025Feb 4, 2025
The rule
Registrations ended
Feb 3, 2025 to Feb 13, 2025
Registered next
Jan 25, 2025 to Feb 4, 2025
Branch state
TX
Cities
2, most in Austin, Tx
Registered there that day
20,987 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape