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Team lift-out

2 advisors left E••••• J•••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Kaushik BhaktaCorpus Christi, TxSep 21, 2020Sep 18, 2020
Heidi JostesLucas, TxSep 22, 2020Oct 27, 2020
The rule
Registrations ended
Sep 21, 2020 to Sep 22, 2020
Registered next
Sep 18, 2020 to Oct 27, 2020
Branch state
TX
Cities
2, most in Corpus Christi, Tx
Registered there that day
17,792 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape