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Team lift-out

2 advisors left W•••• F•••• A••••••• for T••••• A••••••• S•••••••• I•••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael John DimitriCharlotte, NcOct 1, 2025Sep 30, 2025
Amanda Marie MountsHuntersville, NcOct 10, 2025Oct 13, 2025
The rule
Registrations ended
Oct 1, 2025 to Oct 10, 2025
Registered next
Sep 30, 2025 to Oct 13, 2025
Branch state
NC
Cities
2, most in Charlotte, Nc
Registered there that day
13,858 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape