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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
The rule
Registrations ended
Mar 24, 2025 to Apr 1, 2025
Registered next
Apr 3, 2025 to Apr 22, 2025
Branch state
TX
Cities
1, most in Fort Worth, Tx
Registered there that day
24,339 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape