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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
Meredith RichardsonCharlotte, NcFeb 19, 2026Mar 5, 2026
Matthew NoblesCharlotte, NcFeb 23, 2026Sep 1, 2026
The rule
Registrations ended
Feb 19, 2026 to Feb 23, 2026
Registered next
Mar 5, 2026 to Sep 1, 2026
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
24,909 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape