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Team lift-out

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

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jackson Seth MillerCharlotte, NcMar 6, 2025Mar 5, 2025
Kevin Perry LewisCharlotte, NcMar 6, 2025Mar 5, 2025
Lucas Underhill DeckerCharlotte, NcMar 6, 2025Mar 5, 2025
The rule
Registrations ended
Mar 6, 2025
Registered next
Mar 5, 2025
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
21,920 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape