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Team lift-out

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

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Margaret C DunnBirmingham, AlJan 16, 2024Jan 12, 2024
Taylor HartBirmingham, AlJan 16, 2024Jan 12, 2024
The rule
Registrations ended
Jan 16, 2024
Registered next
Jan 12, 2024
Branch state
AL
Cities
1, most in Birmingham, Al
Registered there that day
23,702 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape