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Team lift-out

2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Garry David ScheuflerFrisco, TxApr 4, 2022Apr 1, 2022
Liatriz Estella LevySan Antonio, TxApr 10, 2022Apr 8, 2022
The rule
Registrations ended
Apr 4, 2022 to Apr 10, 2022
Registered next
Apr 1, 2022 to Apr 8, 2022
Branch state
TX
Cities
2, most in Frisco, Tx
Registered there that day
21,924 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape