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Team lift-out

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Marian CrawfordRichmond, VaDec 3, 2025Dec 1, 2025
Samuel Branch LaneaveRichmond, VaDec 4, 2025Dec 2, 2025
The rule
Registrations ended
Dec 3, 2025 to Dec 4, 2025
Registered next
Dec 1, 2025 to Dec 2, 2025
Branch state
VA
Cities
1, most in Richmond, Va
Registered there that day
7,886 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape