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Team lift-out

2 advisors left C•••••• A••••••• for C••••••••• F•••••••• N••••••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Duncan Graham WilsonMatthews, NcMay 1, 2020May 1, 2020
Graham John WilsonMatthews, NcMay 1, 2020May 13, 2020
The rule
Registrations ended
May 1, 2020
Registered next
May 1, 2020 to May 13, 2020
Branch state
NC
Cities
1, most in Matthews, Nc
Registered there that day
497 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape