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Team lift-out

2 advisors left C•••••••• G••••• M•••••• I••• for W•••• F•••• A•••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
James Robert TrousdaleDallas, TxDec 24, 2025Dec 22, 2025
Paul Mary Joseph CookeDallas, TxDec 24, 2025Dec 23, 2025
The rule
Registrations ended
Dec 24, 2025
Registered next
Dec 22, 2025 to Dec 23, 2025
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
2,277 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape