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Team lift-out

2 advisors left L•• F•••••••• L•• for J••• M••••• S••••••••• L••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Dominique TateAubrey, TxJul 3, 2025May 1, 2026
Peter Anthony ConfortiAustin, TxJul 17, 2025Jun 30, 2025
The rule
Registrations ended
Jul 3, 2025 to Jul 17, 2025
Registered next
Jun 30, 2025 to May 1, 2026
Branch state
TX
Cities
2, most in Aubrey, Tx
Registered there that day
20,084 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape