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Team lift-out

3 advisors left C•••••••• F•••••••• G•••• A••••••• for T••••••••• A•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Freddy Joe WilliamsonTrussville, AlMar 1, 2021Mar 4, 2021
Gary Lynn ElyFlorence, AlMar 1, 2021Mar 5, 2021
Kenneth Wayne AskewFlorence, AlMar 1, 2021Mar 4, 2021
The rule
Registrations ended
Mar 1, 2021
Registered next
Mar 4, 2021 to Mar 5, 2021
Branch state
AL
Cities
2, most in Florence, Al
Registered there that day
295 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape