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Team lift-out

4 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
George GoodmanCharlotte, NcJan 4, 2023Jan 3, 2023
Diane WillisCharlotte, NcJan 5, 2023Jan 3, 2023
Kevin Corey WalshCharlotte, NcJan 6, 2023Jan 13, 2023
Thomas Hugh CurryCharlotte, NcJan 6, 2023Jan 5, 2023
The rule
Registrations ended
Jan 4, 2023 to Jan 6, 2023
Registered next
Jan 3, 2023 to Jan 13, 2023
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
340 (people still on IAPD; an estimate)
Share of that headcount
1.2%
Succession by the destination
none on the tape