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Team lift-out

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for A••••• A•• P••••••• S•••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
The rule
Registrations ended
Jan 15, 2026 to Feb 2, 2026
Registered next
Feb 3, 2026 to Feb 11, 2026
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
24,865 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape