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Team lift-out

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

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Mario A LopezDallas, TxJun 22, 2020Jun 19, 2020
Jesse HenleyLewisville, TxJun 29, 2020Apr 4, 2022
The rule
Registrations ended
Jun 22, 2020 to Jun 29, 2020
Registered next
Jun 19, 2020 to Apr 4, 2022
Branch state
TX
Cities
2, most in Dallas, Tx
Registered there that day
17,625 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape