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Team lift-out

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

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Shawn Michael MihalFort Mill, ScOct 20, 2022May 24, 2023
Alex David SamselFort Mill, ScNov 2, 2022Nov 10, 2022
The rule
Registrations ended
Oct 20, 2022 to Nov 2, 2022
Registered next
Nov 10, 2022 to May 24, 2023
Branch state
SC
Cities
1, most in Fort Mill, Sc
Registered there that day
13,871 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape