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Team lift-out

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

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Brice SteffesTroy, MiJul 5, 2018Jul 5, 2018
James Connor MacbethLivonia, MiJul 13, 2018Jul 10, 2018
The rule
Registrations ended
Jul 5, 2018 to Jul 13, 2018
Registered next
Jul 5, 2018 to Jul 10, 2018
Branch state
MI
Cities
2, most in Troy, Mi
Registered there that day
899 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape