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Team lift-out

2 advisors left A••••• A•• P••••••• S••••••• for F••••••• P••••••• A•• W•••••••• A•••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Elizabeth GoinsCharlotte, NcMay 7, 2021Jan 13, 2022
Elizabeth K. BrownCharlotte, NcMay 19, 2021Jul 24, 2021
The rule
Registrations ended
May 7, 2021 to May 19, 2021
Registered next
Jul 24, 2021 to Jan 13, 2022
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
968 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape