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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
William Russell EvansCharlotte, NcDec 24, 2021Jan 18, 2022
Daniel SzudzikCharlotte, NcJan 3, 2022Jan 6, 2022
The rule
Registrations ended
Dec 24, 2021 to Jan 3, 2022
Registered next
Jan 6, 2022 to Jan 18, 2022
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
22,002 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape