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Team lift-out

2 advisors left W•••• F•••• A••••••• for F••••••• P••••••• A•• W•••••••• A•••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Tomas A CaicedoFort Lauderdale, FlMay 4, 2021Jul 15, 2021
Glenn Montgomery Kelvin LuckyMiami, FlMay 13, 2021Aug 9, 2021
The rule
Registrations ended
May 4, 2021 to May 13, 2021
Registered next
Jul 15, 2021 to Aug 9, 2021
Branch state
FL
Cities
2, most in Fort Lauderdale, Fl
Registered there that day
14,215 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape