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Team lift-out

3 advisors left W•••• F•••• A••••••• for S•••••• P••••••• I••••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jed DewsnupLogan, UtApr 11, 2023Jun 10, 2024
Stephen Douglas CalderFarmington, UtApr 11, 2023Jun 10, 2024
Zachary CalderFarmington, UtApr 11, 2023Jun 10, 2024
The rule
Registrations ended
Apr 11, 2023
Registered next
Jun 10, 2024
Branch state
UT
Cities
2, most in Farmington, Ut
Registered there that day
2,221 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape