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Team lift-out

2 advisors left P••• A••••• S••••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Dalton Neal BoatrightSt Simons Island, GaMay 4, 2018May 1, 2018
David L BurchAtlanta, GaMay 9, 2018May 1, 2018
The rule
Registrations ended
May 4, 2018 to May 9, 2018
Registered next
May 1, 2018
Branch state
GA
Cities
2, most in St Simons Island, Ga
Registered there that day
1,173 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape