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Team lift-out

2 advisors left C•••••• S••••• • C••• I••• for J••• M••••• S••••••••• L••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Sean TonniWestlake, TxJun 3, 2024Jul 23, 2024
Erik BencomoWebster, TxJun 11, 2024Jul 19, 2024
The rule
Registrations ended
Jun 3, 2024 to Jun 11, 2024
Registered next
Jul 19, 2024 to Jul 23, 2024
Branch state
TX
Cities
2, most in Westlake, Tx
Registered there that day
5,177 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape