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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew James LovellRaleigh, NcFeb 11, 2025Jan 31, 2025
David SongChapel Hill, NcFeb 25, 2025Feb 25, 2025
The rule
Registrations ended
Feb 11, 2025 to Feb 25, 2025
Registered next
Jan 31, 2025 to Feb 25, 2025
Branch state
NC
Cities
2, most in Raleigh, Nc
Registered there that day
24,267 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape