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Team lift-out

2 advisors left N• S•••• • A••••••••• P••• for A••••• W•••••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Laura CarlsonOlympia, WaJan 23, 2023Jul 7, 2022
Stacie Renae NemetzOlympia, WaJan 23, 2023Jul 5, 2022
The rule
Registrations ended
Jan 23, 2023
Registered next
Jul 5, 2022 to Jul 7, 2022
Branch state
WA
Cities
1, most in Olympia, Wa
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape