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Team lift-out

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Albert Kale GallatinFrisco, TxMay 6, 2022May 5, 2022
Thomas Matthew GallatinFrisco, TxMay 6, 2022May 5, 2022
Tracy Christine SheltonFrisco, TxMay 6, 2022May 5, 2022
The rule
Registrations ended
May 6, 2022
Registered next
May 5, 2022
Branch state
TX
Cities
1, most in Frisco, Tx
Registered there that day
21,871 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape