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Team lift-out

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Travis Mendel KeeperSan Antonio, TxJul 10, 2019Jul 29, 2019
Christopher Jon BolisaySan Antonio, TxJul 11, 2019Sep 23, 2019
The rule
Registrations ended
Jul 10, 2019 to Jul 11, 2019
Registered next
Jul 29, 2019 to Sep 23, 2019
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
498 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape