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Team lift-out

2 advisors left U•• M•••••• A•••••••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••

asset managertoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Chantz KwapickMilwaukee, WiDec 31, 2019Dec 15, 2021
Nicholaus GlockeMilwaukee, WiDec 31, 2019Nov 26, 2021
The rule
Registrations ended
Dec 31, 2019
Registered next
Nov 26, 2021 to Dec 15, 2021
Branch state
WI
Cities
1, most in Milwaukee, Wi
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape