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Team lift-out

2 advisors left T•••• A•••• M••••••••• I••• for K••••• A••••••• S•••••••• L••

unclassifiedtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brett David ColeBerwyn, PaDec 31, 2015Apr 19, 2016
J Timothy CorleBerwyn, PaDec 31, 2015Apr 19, 2016
The rule
Registrations ended
Dec 31, 2015
Registered next
Apr 19, 2016
Branch state
PA
Cities
1, most in Berwyn, Pa
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
a succession within a year (Apr 7, 2016), not necessarily this firm