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Team lift-out

5 advisors left A••••••••• F•••••••• S•••••••• L•• for K••••• A••••••• S•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Sherry McfarlandAtlanta, GaMar 31, 2023May 4, 2023
Susan Ellen TrassAtlanta, GaMar 31, 2023Mar 30, 2023
Todd MitmanAlpharetta, GaMar 31, 2023Mar 28, 2023
Ann Ravenel DickersonAtlanta, GaApr 3, 2023Mar 28, 2023
Jeremy Paul ReeseAlpharetta, GaApr 3, 2023Mar 30, 2023
The rule
Registrations ended
Mar 31, 2023 to Apr 3, 2023
Registered next
Mar 28, 2023 to May 4, 2023
Branch state
GA
Cities
2, most in Atlanta, Ga
Registered there that day
10,750 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape