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2 advisors left W•••• F•••• A••••••• for V••••••• A•••••••• I•••

Team lift-outjoined V••••••• A•••••••• I•••
No date on record · this record
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Latasia Mantoria IngramCharlotte, NcFeb 16, 2026Apr 13, 2026
Samuel Wesley MoranCharlotte, NcFeb 17, 2026Apr 16, 2026
The rule
Registrations ended
Feb 16, 2026 to Feb 17, 2026
Registered next
Apr 13, 2026 to Apr 16, 2026
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
14,145 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into V••••••• A•••••••• I•••