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Team lift-out

2 advisors left P•••••••• S••••••••• I••• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Watt WilsonTigard, OrJul 23, 2021Jun 29, 2021
Bryson Wayne UrieTigard, OrJul 26, 2021Jun 30, 2021
The rule
Registrations ended
Jul 23, 2021 to Jul 26, 2021
Registered next
Jun 29, 2021 to Jun 30, 2021
Branch state
OR
Cities
1, most in Tigard, Or
Registered there that day
1,099 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape