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Team lift-out

2 advisors left W•••• F•••• A••••••• for R••••• W• B•••• • C•• I•••••••••

wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian James WhiteMidland, MiMar 27, 2019Mar 25, 2019
Sam E. HowardMidland, MiMar 27, 2019Mar 25, 2019
The rule
Registrations ended
Mar 27, 2019
Registered next
Mar 25, 2019
Branch state
MI
Cities
1, most in Midland, Mi
Registered there that day
14,294 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape