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Team lift-out

2 advisors left W•••• F•••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Wendolyn ForbesCharlotte, NcOct 17, 2017Oct 27, 2017
Jason MaCharlotte, NcOct 19, 2017Oct 19, 2017
The rule
Registrations ended
Oct 17, 2017 to Oct 19, 2017
Registered next
Oct 19, 2017 to Oct 27, 2017
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
14,109 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape