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Team lift-out

2 advisors left U••• I••••••••• S••••••• C•••••• for L•• F•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
John Joseph AndersonSan Antonio, TxMar 27, 2019Sep 19, 2019
Zehra M CandlerSan Antonio, TxMar 27, 2019Mar 28, 2019
The rule
Registrations ended
Mar 27, 2019
Registered next
Mar 28, 2019 to Sep 19, 2019
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
563 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape