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Team lift-out

3 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Allen Bruno LorenziScottsdale, AzAug 17, 2020Aug 14, 2020
Ira Marc ShapiroScottsdale, AzAug 17, 2020Aug 13, 2020
Michael James WalkerScottsdale, AzAug 17, 2020Aug 13, 2020
The rule
Registrations ended
Aug 17, 2020
Registered next
Aug 13, 2020 to Aug 14, 2020
Branch state
AZ
Cities
1, most in Scottsdale, Az
Registered there that day
1,487 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape