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Team lift-out

2 advisors left M••••• S•••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jose Antonio Opengo CastilloHouston, TxDec 15, 2023Nov 29, 2023
Yasmin LaraHouston, TxDec 15, 2023Dec 8, 2023
The rule
Registrations ended
Dec 15, 2023
Registered next
Nov 29, 2023 to Dec 8, 2023
Branch state
TX
Cities
1, most in Houston, 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