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Team lift-out

3 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Arthur Ernest BairdLuzerne, PaJul 30, 2025Aug 27, 2025
Heidi Reif-JonesReading, PaAug 13, 2025Aug 13, 2025
Willi Walter ReifReading, PaAug 14, 2025Aug 13, 2025
The rule
Registrations ended
Jul 30, 2025 to Aug 14, 2025
Registered next
Aug 13, 2025 to Aug 27, 2025
Branch state
PA
Cities
2, most in Reading, Pa
Registered there that day
7,701 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape