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Team lift-out

2 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for U•• F•••••••• S••••••• I•••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Lisa Diane SnyderSan Francisco, CaJul 15, 2019Jun 8, 2020
Corinne CarrollSan Francisco, CaJul 17, 2019Jun 4, 2020
The rule
Registrations ended
Jul 15, 2019 to Jul 17, 2019
Registered next
Jun 4, 2020 to Jun 8, 2020
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
323 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape