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Team lift-out

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

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew Claude LambMelbourne, FlJun 23, 2025Jun 23, 2025
Andres AlvarezMelbourne, FlJul 1, 2025Jun 24, 2025
The rule
Registrations ended
Jun 23, 2025 to Jul 1, 2025
Registered next
Jun 23, 2025 to Jun 24, 2025
Branch state
FL
Cities
1, most in Melbourne, Fl
Registered there that day
20,020 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape