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Team lift-out

2 advisors left C••••••••• W••••• M••••••••• for C••••••••• W•••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Manly Parks LeeBirmingham, AlOct 31, 2018Apr 24, 2023
Todd W TalbotBirmingham, AlOct 31, 2018Apr 21, 2023
The rule
Registrations ended
Oct 31, 2018
Registered next
Apr 21, 2023 to Apr 24, 2023
Branch state
AL
Cities
1, most in Birmingham, Al
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape