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Team lift-out

2 advisors left W•• B•••••••• S•••••••• I••• for T••••••••• F•••••••• A•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bonnie Marie CeliaWilmington, NcFeb 18, 2025Apr 8, 2025
Patrick J DeanWilmington, NcFeb 18, 2025May 16, 2025
The rule
Registrations ended
Feb 18, 2025
Registered next
Apr 8, 2025 to May 16, 2025
Branch state
NC
Cities
1, most in Wilmington, Nc
Registered there that day
76 (people still on IAPD; an estimate)
Share of that headcount
2.6%
Succession by the destination
none on the tape