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Team lift-out

3 advisors left L•• F•••••••• L•• for O•••• W•••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brent Curtis BowmanStatesville, NcJul 18, 2025Jul 15, 2025
Zachary David PayneStatesville, NcJul 18, 2025Jul 18, 2025
The rule
Registrations ended
Jul 18, 2025
Registered next
Jul 15, 2025 to Jul 18, 2025
Branch state
NC
Cities
1, most in Statesville, Nc
Registered there that day
20,668 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape