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Team lift-out

3 advisors left I••••••••• A•••••• A•••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Anna Alicia NifongConcord, NcMay 29, 2024May 3, 2024
David Bradley NifongConcord, NcMay 29, 2024May 3, 2024
Jeffrey John MccueConcord, NcMay 29, 2024Jun 2, 2024
The rule
Registrations ended
May 29, 2024
Registered next
May 3, 2024 to Jun 2, 2024
Branch state
NC
Cities
1, most in Concord, Nc
Registered there that day
249 (people still on IAPD; an estimate)
Share of that headcount
1.2%
Succession by the destination
none on the tape