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Team lift-out

2 advisors left R••••••••• A••••••• S••••••• C••• for O•••• W•••••• I•••

othertoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael John HenzesFort Washington, PaOct 31, 2017Dec 9, 2016
Patricia Hale SobelWillow Grove, PaOct 31, 2017Mar 5, 2014
The rule
Registrations ended
Oct 31, 2017
Registered next
Mar 5, 2014 to Dec 9, 2016
Branch state
PA
Cities
2, most in Willow Grove, Pa
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape