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Team lift-out

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

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew John BeyerMountlake Terrace, WaNov 2, 2020Nov 17, 2020
Michael David SeelyMountlake Terrace, WaNov 2, 2020Nov 19, 2020
The rule
Registrations ended
Nov 2, 2020
Registered next
Nov 17, 2020 to Nov 19, 2020
Branch state
WA
Cities
1, most in Mountlake Terrace, Wa
Registered there that day
1,890 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape