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Team lift-out

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

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joshua David KlingerKnoxville, TnSep 22, 2025Sep 19, 2025
Brian James WalshMurfreesboro, TnOct 6, 2025Sep 30, 2025
The rule
Registrations ended
Sep 22, 2025 to Oct 6, 2025
Registered next
Sep 19, 2025 to Sep 30, 2025
Branch state
TN
Cities
2, most in Knoxville, Tn
Registered there that day
21,164 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape