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Team lift-out

2 advisors left C••••••• C•••••• C••••••••• L•• for C•••••••

mixed wealthtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Bell WisdomNew Orleans, LaMar 29, 2022Jan 21, 2022
Edwin Richard RodriguezNew Orleans, LaMar 29, 2022Mar 1, 2022
The rule
Registrations ended
Mar 29, 2022
Registered next
Jan 21, 2022 to Mar 1, 2022
Branch state
LA
Cities
1, most in New Orleans, La
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape