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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
Angela Blair WingfieldHouston, TxMar 14, 2019Mar 8, 2019
Justin Wade NicholsHouston, TxMar 14, 2019Mar 11, 2019
The rule
Registrations ended
Mar 14, 2019
Registered next
Mar 8, 2019 to Mar 11, 2019
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
14,295 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape