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Team lift-out

2 advisors left U••• I••••••••• S••••••• C•••••• for C••••••• P•••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Andrew LesterSan Antonio, TxOct 29, 2018Oct 15, 2018
Richard Coleman LunsfordSan Antonio, TxOct 29, 2018Oct 15, 2018
The rule
Registrations ended
Oct 29, 2018
Registered next
Oct 15, 2018
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
579 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape