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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
Ashok AgarwallaCoppell, TxAug 4, 2025Aug 1, 2025
Goutam DattaSouthlake, TxAug 4, 2025Aug 1, 2025
The rule
Registrations ended
Aug 4, 2025
Registered next
Aug 1, 2025
Branch state
TX
Cities
2, most in Southlake, Tx
Registered there that day
22,491 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape