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Team lift-out

2 advisors left O•••• F•• I••• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Heath Ian PriorCornelius, NcDec 15, 2022Dec 15, 2022
John Edward MisleCharlotte, NcDec 15, 2022Dec 15, 2022
The rule
Registrations ended
Dec 15, 2022
Registered next
Dec 15, 2022
Branch state
NC
Cities
2, most in Charlotte, Nc
Registered there that day
342 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape