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Team lift-out

3 advisors left W•••• F•••• A••••••• for K••••• P•••••• W••••• S•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
James Erskine AshbeeMobile, AlJul 22, 2024Jul 18, 2024
Marilyn Vance BaggettMobile, AlJul 22, 2024Jul 18, 2024
Zachary Stuart AshbeeMobile, AlJul 22, 2024Jul 18, 2024
The rule
Registrations ended
Jul 22, 2024
Registered next
Jul 18, 2024
Branch state
AL
Cities
1, most in Mobile, Al
Registered there that day
13,585 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape