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Team lift-out

3 advisors left M••••• S•••••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Braulio CastilloTampa, FlJul 31, 2023Jul 24, 2023
Curt M BusbyMinneola, FlAug 10, 2023Jun 24, 2024
William Joseph HeathTampa, FlAug 14, 2023Feb 29, 2024
The rule
Registrations ended
Jul 31, 2023 to Aug 14, 2023
Registered next
Jul 24, 2023 to Jun 24, 2024
Branch state
FL
Cities
2, most in Tampa, Fl
Registered there that day
19,776 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape