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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
Christopher GoodmanNew Braunfels, TxSep 24, 2021Feb 14, 2022
Mirna P MenendezThe Woodlands, TxOct 4, 2021Nov 2, 2021
The rule
Registrations ended
Sep 24, 2021 to Oct 4, 2021
Registered next
Nov 2, 2021 to Feb 14, 2022
Branch state
TX
Cities
2, most in San Antonio, Tx
Registered there that day
14,106 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape