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Team lift-out

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

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Oakley James AllenSarasota, FlFeb 2, 2017Feb 6, 2017
Patrick Steven BerchSarasota, FlFeb 2, 2017Feb 3, 2017
The rule
Registrations ended
Feb 2, 2017
Registered next
Feb 3, 2017 to Feb 6, 2017
Branch state
FL
Cities
1, most in Sarasota, Fl
Registered there that day
211 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
none on the tape