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Team lift-out

2 advisors left N••• F•••••••• G••••• I••• for M•••• M•••••••• I•••

BD affiliatedtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cody Thomas HeffronSan Antonio, TxMay 30, 2025May 2, 2023
Teresa Jensen WhiteAustin, TxMay 30, 2025Feb 4, 2009
The rule
Registrations ended
May 30, 2025
Registered next
Feb 4, 2009 to May 2, 2023
Branch state
TX
Cities
2, most in Austin, Tx
Registered there that day
260 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape