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Team lift-out

3 advisors left E••••• J•••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Donna Mikulas Heatherley MartinTemple, TxSep 1, 2020Aug 28, 2020
Susan Fanning DavisSan Antonio, TxSep 9, 2020Sep 4, 2020
Mark A BarefieldWichita Falls, TxSep 22, 2020Sep 18, 2020
The rule
Registrations ended
Sep 1, 2020 to Sep 22, 2020
Registered next
Aug 28, 2020 to Sep 18, 2020
Branch state
TX
Cities
3, most in Temple, Tx
Registered there that day
17,788 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape