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Team lift-out

7 advisors left O•••• W•••••• I••• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Tabb WinfieldVirginia Beach, VaAug 3, 2023Aug 1, 2023
Colin Michael McnultyVirginia Beach, VaAug 3, 2023Aug 1, 2023
Jason Monroe BozardVirginia Beach, VaAug 3, 2023Aug 3, 2023
Jody Michael BalabanVirginia Beach, VaAug 3, 2023Aug 1, 2023
Joshua Bradley WithersVirginia Beach, VaAug 3, 2023Aug 1, 2023
Michael Thomas McnultyNewport News, VaAug 3, 2023Aug 1, 2023
Samuel Spessard SlagleVirginia Beach, VaAug 3, 2023Aug 1, 2023
The rule
Registrations ended
Aug 3, 2023
Registered next
Aug 1, 2023 to Aug 3, 2023
Branch state
VA
Cities
2, most in Virginia Beach, Va
Registered there that day
1,939 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of O•••• W•••••• I•••Other teams into C•••••••• I••••••••• R••••••• A•••••••• I•••