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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
David Edward BuffieCharlotte, NcAug 22, 2024Aug 15, 2024
Michael Shane WagnerCharlotte, NcAug 22, 2024Aug 15, 2024
The rule
Registrations ended
Aug 22, 2024
Registered next
Aug 15, 2024
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
13,599 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape