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Team lift-out

2 advisors left S•• for O•••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron David JensenAnn Arbor, MiOct 28, 2024Oct 28, 2024
Steven Wayne MorseAnn Arbor, MiOct 28, 2024Oct 28, 2024
The rule
Registrations ended
Oct 28, 2024
Registered next
Oct 28, 2024
Branch state
MI
Cities
1, most in Ann Arbor, Mi
Registered there that day
427 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape