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Team lift-out

3 advisors left R•••••• J•••• • A••••••••• I••• for O•••• W•••••• I•••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
April Dawn BronsonTrinity, FlAug 3, 2023Jul 26, 2023
Preston Odell DuppinsWesley Chapel, FlAug 3, 2023Jul 24, 2023
Joshua A VilardiTrinity, FlAug 9, 2023Jul 25, 2023
The rule
Registrations ended
Aug 3, 2023 to Aug 9, 2023
Registered next
Jul 24, 2023 to Jul 26, 2023
Branch state
FL
Cities
2, most in Trinity, Fl
Registered there that day
4,661 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape