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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Ryan FergusonCharlotte, NcMay 13, 2021May 14, 2021
Jeffrey S SchiffmanHendersonville, NcMay 21, 2021May 13, 2021
The rule
Registrations ended
May 13, 2021 to May 21, 2021
Registered next
May 13, 2021 to May 14, 2021
Branch state
NC
Cities
2, most in Charlotte, Nc
Registered there that day
7,857 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape