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Team lift-out

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

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Andrea HendonSugar Land, TxMar 27, 2023Apr 13, 2023
Damian Lance KimmonsKaty, TxMar 29, 2023Apr 21, 2023
Michael James O'NeilRoanoke, TxApr 11, 2023Apr 10, 2023
The rule
Registrations ended
Mar 27, 2023 to Apr 11, 2023
Registered next
Apr 10, 2023 to Apr 21, 2023
Branch state
TX
Cities
3, most in Sugar Land, Tx
Registered there that day
19,009 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape