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Team lift-out

2 advisors left L•• F•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Julie Michelle HoganBedford, TxJun 11, 2025May 27, 2025
Kostas Kenneth LueckerBedford, TxJun 13, 2025May 27, 2025
The rule
Registrations ended
Jun 11, 2025 to Jun 13, 2025
Registered next
May 27, 2025
Branch state
TX
Cities
1, most in Bedford, Tx
Registered there that day
19,962 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape