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Team lift-out

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••••• G••••• M•••••• I•••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Kevin NeuCharlotte, NcSep 18, 2023Sep 20, 2023
Jeffrey AlbanoCharlotte, NcSep 25, 2023Oct 11, 2023
Katherine A RashCharlotte, NcSep 25, 2023Nov 3, 2023
The rule
Registrations ended
Sep 18, 2023 to Sep 25, 2023
Registered next
Sep 20, 2023 to Nov 3, 2023
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
23,636 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into C•••••••• G••••• M•••••• I•••