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Team lift-out

2 advisors left B••••• I••••••••• A•••••••• I••• for B••••• P•••••••• A•••••••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradford Garet WilliamsBoston, MaDec 8, 2015Nov 24, 2014
Jay Aaron LebedBoston, MaDec 8, 2015Jul 14, 2023
The rule
Registrations ended
Dec 8, 2015
Registered next
Nov 24, 2014 to Jul 14, 2023
Branch state
MA
Cities
1, most in B•••••, Ma
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape