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Team lift-out

2 advisors left M•• • B•••••••• P• for C•••••••• W••••• L••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Debora Ellen MayBethesda, MdDec 14, 2018May 12, 2015
Jane Ochsman RownyBethesda, MdDec 14, 2018Oct 8, 2014
The rule
Registrations ended
Dec 14, 2018
Registered next
Oct 8, 2014 to May 12, 2015
Branch state
MD
Cities
1, most in Bethesda, Md
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape