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Team lift-out

3 advisors left L•• F•••••••• L•• for C••••••••• F•••••••• N••••••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Mary Grace SchulzTucson, AzJan 7, 2025Jan 3, 2025
Nicholas George TrujilloTucson, AzJan 7, 2025Jan 3, 2025
Shane ReedTucson, AzJan 7, 2025Jan 3, 2025
The rule
Registrations ended
Jan 7, 2025
Registered next
Jan 3, 2025
Branch state
AZ
Cities
1, most in Tucson, Az
Registered there that day
17,992 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into C••••••••• F•••••••• N••••••