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Team lift-out

2 advisors left W•••• F•••• A••••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Daniel MayerCharlotte, NcSep 8, 2023Aug 30, 2023
William ThomasCharlotte, NcSep 12, 2023Aug 30, 2023
The rule
Registrations ended
Sep 8, 2023 to Sep 12, 2023
Registered next
Aug 30, 2023
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
13,666 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape