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Team lift-out

3 advisors left A• W••••• M••••••••• L•• for F••••••••• I••••••••• A••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Angela Marie WinsteadGrapevine, TxMay 16, 2023May 24, 2023
Kody Carl FollowwillGrapevine, TxMay 16, 2023May 30, 2023
Scott David WinsteadGrapevine, TxMay 16, 2023May 17, 2023
The rule
Registrations ended
May 16, 2023
Registered next
May 17, 2023 to May 30, 2023
Branch state
TX
Cities
1, most in Grapevine, Tx
Registered there that day
395 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape