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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
George Venegas PedrazaAustin, TxJun 10, 2025Nov 4, 2025
Nora Calderon GilDallas, TxJun 18, 2025Jun 24, 2025
The rule
Registrations ended
Jun 10, 2025 to Jun 18, 2025
Registered next
Jun 24, 2025 to Nov 4, 2025
Branch state
TX
Cities
2, most in Austin, Tx
Registered there that day
24,411 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape