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Team lift-out

5 advisors left L•• F•••••••• L•• for C••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Orinthal ButlerHouston, TxJul 28, 2022Jul 25, 2022
Joel GarrettHouston, TxJul 28, 2022Jul 25, 2022
Marlon Keith ScottHouston, TxJul 28, 2022Jul 25, 2022
Paul William BoudwinHouston, TxJul 28, 2022Jul 27, 2022
Curtis Bernard WileyHouston, TxAug 8, 2022Jun 3, 2024
The rule
Registrations ended
Jul 28, 2022 to Aug 8, 2022
Registered next
Jul 25, 2022 to Jun 3, 2024
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
13,651 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape