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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for S••••• F••••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Cole HughesBonita Springs, FlMay 7, 2024Apr 29, 2024
Ethan Wayne FalesBonita Springs, FlMay 7, 2024Apr 30, 2024
Heather Griffin CleggBonita Springs, FlMay 7, 2024Apr 30, 2024
William Ewart CleggBonita Springs, FlMay 7, 2024Apr 30, 2024
The rule
Registrations ended
May 7, 2024
Registered next
Apr 29, 2024 to Apr 30, 2024
Branch state
FL
Cities
1, most in Bonita Springs, Fl
Registered there that day
8,851 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape