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Team lift-out

2 advisors left J••• M••••• S••••••••• L•• for S•••••• P••••••• I••••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Frank Owings SmithAtlanta, GaMar 2, 2024Feb 29, 2024
Patrick ConnollyAtlanta, GaMar 2, 2024Feb 29, 2024
The rule
Registrations ended
Mar 2, 2024
Registered next
Feb 29, 2024
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
9,681 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape