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Team lift-out

3 advisors left E••••• J•••• for A••••••••• F•••••••• S•••••••• L••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Justin Blake SmithAnderson, ScFeb 25, 2025Feb 24, 2025
Elizabeth Frazier McleanNorth Myrtle Beach, ScMar 3, 2025Feb 28, 2025
James McleanLittle River, ScMar 3, 2025Feb 28, 2025
The rule
Registrations ended
Feb 25, 2025 to Mar 3, 2025
Registered next
Feb 24, 2025 to Feb 28, 2025
Branch state
SC
Cities
3, most in Anderson, Sc
Registered there that day
21,898 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape