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Team lift-out

2 advisors left O••••••••• S••••••••• I••• for A• W••••• M••••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Catherine M TrawinskiWest Columbia, ScJun 26, 2026Jul 10, 2026
Jamie L LawhorneWest Columbia, ScJun 26, 2026Jul 14, 2026
The rule
Registrations ended
Jun 26, 2026
Registered next
Jul 10, 2026 to Jul 14, 2026
Branch state
SC
Cities
2, most in West Columbia, Sc
Registered there that day
346 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape