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Team lift-out

2 advisors left I••••• F•••••••• C••••••••• for T•• P•••••• C••••• A••••••• G••••• L••

othertono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
J Scott SavageAppleton, WiFeb 14, 2018Mar 10, 2021
Diane L MetivierAppleton, WiFeb 16, 2018Mar 18, 2021
The rule
Registrations ended
Feb 14, 2018 to Feb 16, 2018
Registered next
Mar 10, 2021 to Mar 18, 2021
Branch state
WI
Cities
1, most in Appleton, Wi
Registered there that day
473 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape