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Team lift-out

3 advisors left F•••• C•••••• A••••••• S••••••• for N••• F•••••• I••••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Norbert Joseph KarczewskiFort Worth, TxJan 31, 2024Sep 6, 2024
Patrick JacksonFort Worth, TxFeb 8, 2024Feb 28, 2024
Matthew Joseph SahagianAddison, TxFeb 21, 2024Feb 26, 2024
The rule
Registrations ended
Jan 31, 2024 to Feb 21, 2024
Registered next
Feb 26, 2024 to Sep 6, 2024
Branch state
TX
Cities
2, most in Fort Worth, Tx
Registered there that day
717 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape