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Team lift-out

3 advisors left M•• I•••••••• S•••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Ian Eugene RiceWilsonville, OrJul 27, 2023Jul 24, 2023
Ian T BormanWilsonville, OrJul 27, 2023Jul 24, 2023
Kasey Somers ClossWilsonville, OrJul 27, 2023Jul 24, 2023
The rule
Registrations ended
Jul 27, 2023
Registered next
Jul 24, 2023
Branch state
OR
Cities
1, most in Wilsonville, Or
Registered there that day
4,223 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape