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Team lift-out

2 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Michele Carol DavisSun City Center, FlMay 28, 2019Sep 17, 2019
Michael Lee BenseyOrlando, FlMay 30, 2019May 28, 2019
The rule
Registrations ended
May 28, 2019 to May 30, 2019
Registered next
May 28, 2019 to Sep 17, 2019
Branch state
FL
Cities
2, most in Sun City Center, Fl
Registered there that day
8,727 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape