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Team lift-out

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Casey Anne FoxAustin, TxAug 14, 2023Aug 14, 2023
Christopher Milton DockAustin, TxAug 14, 2023Aug 14, 2023
Colin Gregory FineAustin, TxAug 14, 2023Nov 18, 2024
Kyle Hess RichardsonAustin, TxAug 14, 2023Aug 14, 2023
William Preston BarnesAustin, TxAug 14, 2023Jan 1, 2025
The rule
Registrations ended
Aug 14, 2023
Registered next
Aug 14, 2023 to Nov 18, 2024
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
1,139 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of K••••• A••••••• S•••••••• L••Other teams into L•• F•••••••• L••