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Team lift-out

4 advisors left C••••• I••••••••• A••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Lisa Marie SiemeringBellevue, WaJun 26, 2025Jun 26, 2025
Meshal WaqarBellevue, WaJun 26, 2025Jun 26, 2025
Michael Scott CoeRenton, WaJun 26, 2025Jun 26, 2025
James Patrick FurrowBellevue, WaJun 30, 2025Jun 26, 2025
The rule
Registrations ended
Jun 26, 2025 to Jun 30, 2025
Registered next
Jun 26, 2025
Branch state
WA
Cities
2, most in Bellevue, Wa
Registered there that day
7,641 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••• I••••••••• A••••••• L••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••