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Team lift-out

8 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
Brian Ernest ChapmanCharlotte, NcMar 1, 2023Mar 1, 2023
Lesley Brian WilsonBelmont, NcMar 1, 2023Mar 1, 2023
William Brian GronerCharlotte, NcMar 1, 2023Mar 1, 2023
Carl EdwardsHayesville, NcMar 2, 2023Mar 27, 2023
Charles Rex StricklandHayesville, NcMar 2, 2023Mar 1, 2023
William Marshall Helms JrBoone, NcMar 3, 2023Mar 2, 2023
Carl Steven MyersCharlotte, NcMar 8, 2023Mar 6, 2023
Larry Aaron BowmanCharlotte, NcMar 22, 2023Mar 22, 2023
The rule
Registrations ended
Mar 1, 2023 to Mar 22, 2023
Registered next
Mar 1, 2023 to Mar 27, 2023
Branch state
NC
Cities
4, most in Charlotte, Nc
Registered there that day
335 (people still on IAPD; an estimate)
Share of that headcount
2.4%
Succession by the destination
none on the tape
Other teams out of O•••• F•• I•••Other teams into C•••••••• I••••••••• R••••••• A•••••••• I•••