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Team lift-out

5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Laura Gabriela MontealegreKaty, TxMar 17, 2025Mar 21, 2025
Nader ShaftiHouston, TxMar 31, 2025Apr 8, 2025
Sonny James NevilleFrisco, TxApr 1, 2025Mar 25, 2025
Quyen CaoMansfield, TxApr 11, 2025Apr 3, 2025
Ruben S BlancoSpring, TxApr 16, 2025Apr 15, 2025
The rule
Registrations ended
Mar 17, 2025 to Apr 16, 2025
Registered next
Mar 21, 2025 to Apr 15, 2025
Branch state
TX
Cities
5, most in Katy, Tx
Registered there that day
24,333 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape