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Team lift-out

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

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Kenneth Neil BausoMarfa, TxNov 8, 2024Feb 29, 2024
Thomas Candow JacobsMarfa, TxNov 8, 2024Feb 29, 2024
The rule
Registrations ended
Nov 8, 2024
Registered next
Feb 29, 2024
Branch state
TX
Cities
1, most in Marfa, Tx
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape