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Team lift-out

2 advisors left L•• F•••••••• L•• for C•••• W••••• S•••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
William P HallmannMount Juliet, TnJun 12, 2023Jan 1, 2025
Michael MannaNashville, TnJun 13, 2023Jun 13, 2023
The rule
Registrations ended
Jun 12, 2023 to Jun 13, 2023
Registered next
Jun 13, 2023 to Jan 1, 2025
Branch state
TN
Cities
2, most in Mount Juliet, Tn
Registered there that day
14,726 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape