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Team lift-out

3 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Timothy F ConnerKernersville, NcApr 7, 2021Oct 29, 2021
Jonathan ReganessGreensboro, NcApr 21, 2021Apr 16, 2021
Dana Pryor MckeeGreensboro, NcApr 22, 2021Apr 16, 2021
The rule
Registrations ended
Apr 7, 2021 to Apr 22, 2021
Registered next
Apr 16, 2021 to Oct 29, 2021
Branch state
NC
Cities
2, most in Greensboro, Nc
Registered there that day
14,296 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape