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Team lift-out

3 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Curtis Lee ThorntonCharlottesville, VaJul 25, 2023Jul 19, 2023
Jake Alexander McleanCharlottesville, VaJul 25, 2023Jul 18, 2023
John E ThorntonCharlottesville, VaJul 25, 2023Jul 19, 2023
The rule
Registrations ended
Jul 25, 2023
Registered next
Jul 18, 2023 to Jul 19, 2023
Branch state
VA
Cities
1, most in Charlottesville, Va
Registered there that day
13,637 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape