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Team lift-out

2 advisors left V•••• F•••••••• A•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Eleazar Montoya TostadoAddison, TxOct 9, 2023Sep 18, 2023
Larisa HolidayPlano, TxOct 9, 2023Sep 18, 2023
The rule
Registrations ended
Oct 9, 2023
Registered next
Sep 18, 2023
Branch state
TX
Cities
2, most in Plano, Tx
Registered there that day
1,164 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape