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Team lift-out

2 advisors left P•• W••••• M••••••••• for M••••• S••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Elizabeth Ann AdkinsWest Chester, OhNov 1, 2018Feb 12, 2019
Mark Anthony VenturaCleveland, OhNov 1, 2018Nov 1, 2018
The rule
Registrations ended
Nov 1, 2018
Registered next
Nov 1, 2018 to Feb 12, 2019
Branch state
OH
Cities
2, most in Cleveland, Oh
Registered there that day
855 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape