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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Samuel PennellCharlotte, NcDec 18, 2025Dec 3, 2025
Madison MartinezCharlotte, NcDec 19, 2025Dec 3, 2025
Ryan CulpepperCharlotte, NcDec 19, 2025Dec 4, 2025
The rule
Registrations ended
Dec 18, 2025 to Dec 19, 2025
Registered next
Dec 3, 2025 to Dec 4, 2025
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
14,001 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape