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Team lift-out

2 advisors left C•••••• S••••• • C••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
The rule
Registrations ended
Apr 26, 2023 to May 1, 2023
Registered next
Jun 20, 2023 to Mar 1, 2024
Branch state
TX
Cities
2, most in Houston, Tx
Registered there that day
5,005 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape