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Team lift-out

2 advisors left M•• I•••••••• S•••••••• L•• for C••••• I••••••••• A••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jonathan Lewis GoldstonCleveland, OhMar 15, 2023Mar 21, 2024
Joseph Gordon StaffDublin, OhMar 15, 2023Mar 21, 2024
The rule
Registrations ended
Mar 15, 2023
Registered next
Mar 21, 2024
Branch state
OH
Cities
2, most in Cleveland, Oh
Registered there that day
4,173 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape