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Team lift-out

5 advisors left O•••• W•••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Corey Todd MyersCharlotte, NcAug 20, 2025Aug 18, 2025
John Philip WilliamsCharlotte, NcAug 20, 2025Aug 18, 2025
Lance Edward BarnhardtCharlotte, NcAug 20, 2025Aug 18, 2025
Scott William DavisCharlotte, NcAug 20, 2025Aug 18, 2025
Todd Andrew RoseCharlotte, NcAug 20, 2025Aug 18, 2025
The rule
Registrations ended
Aug 20, 2025
Registered next
Aug 18, 2025
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
7,829 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of O•••• W•••••• I•••Other teams into L•• F•••••••• L••