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Team lift-out

3 advisors left A••••• A•• P••••••• S••••••• for V••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bryan Michael WelbornCharlotte, NcNov 13, 2020Dec 2, 2020
Daniel L. BrownCharlotte, NcNov 13, 2020Dec 16, 2020
Daniel Roy VintonCharlotte, NcNov 13, 2020Nov 25, 2020
The rule
Registrations ended
Nov 13, 2020
Registered next
Nov 25, 2020 to Dec 16, 2020
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
1,255 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape