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Team lift-out

3 advisors left K••••• A••••••• S•••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Mayrely Janine FernandezAustin, TxDec 9, 2020Dec 8, 2020
Heather Alison SmithAustin, TxDec 18, 2020Feb 5, 2021
Matthew Jarett HoenesAustin, TxDec 18, 2020Dec 10, 2020
The rule
Registrations ended
Dec 9, 2020 to Dec 18, 2020
Registered next
Dec 8, 2020 to Feb 5, 2021
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
978 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape