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Team lift-out

5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Courtney Nicole ConnollySan Antonio, TxOct 19, 2021Oct 15, 2021
Michael Anthony TramontanoSan Antonio, TxOct 19, 2021Oct 15, 2021
Quinton Michael TramontanoNew Braunfels, TxOct 19, 2021Oct 15, 2021
Robert EchavarriaSan Antonio, TxOct 19, 2021Oct 15, 2021
Roxiane KernsSan Antonio, TxOct 19, 2021Oct 15, 2021
The rule
Registrations ended
Oct 19, 2021
Registered next
Oct 15, 2021
Branch state
TX
Cities
2, most in San Antonio, Tx
Registered there that day
22,032 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape