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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
Shamecia CarterCharlotte, NcJan 30, 2023Feb 28, 2023
Sapna MahalinghamChapel Hill, NcFeb 3, 2023Mar 20, 2023
The rule
Registrations ended
Jan 30, 2023 to Feb 3, 2023
Registered next
Feb 28, 2023 to Mar 20, 2023
Branch state
NC
Cities
2, most in Charlotte, Nc
Registered there that day
13,835 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape