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Team lift-out

2 advisors left E••••• J•••• for W•••• F•••• A•••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Odis Earl WhitePleasanton, TxJun 13, 2025Jun 12, 2025
Brandy M MartinPleasanton, TxJun 18, 2025Jun 12, 2025
The rule
Registrations ended
Jun 13, 2025 to Jun 18, 2025
Registered next
Jun 12, 2025
Branch state
TX
Cities
1, most in Pleasanton, Tx
Registered there that day
22,277 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape