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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
William Rollins BosticRaleigh, NcFeb 28, 2024Sep 25, 2024
Caroline Grasso MooreCharlotte, NcMar 5, 2024Mar 21, 2024
The rule
Registrations ended
Feb 28, 2024 to Mar 5, 2024
Registered next
Mar 21, 2024 to Sep 25, 2024
Branch state
NC
Cities
2, most in Raleigh, Nc
Registered there that day
13,677 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape