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Team lift-out

2 advisors left M••••• S•••••• for O••••••••• • C•• I•••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Gerardo Pena MaganaSugarland, TxDec 15, 2023Dec 2, 2023
Maria Del Carmen BaezHouston, TxDec 22, 2023Jan 17, 2024
The rule
Registrations ended
Dec 15, 2023 to Dec 22, 2023
Registered next
Dec 2, 2023 to Jan 17, 2024
Branch state
TX
Cities
2, most in Sugarland, Tx
Registered there that day
20,347 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape