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Team lift-out

4 advisors left S•••••••• F••••••••• I••• for I••••••••• F•••••••• G••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christine Marie SenglaubDelafield, WiJan 13, 2020Jan 8, 2020
Craig Donald RuschDelafield, WiJan 13, 2020Jan 8, 2020
James Mark SenglaubDelafield, WiJan 13, 2020Jan 8, 2020
James MccourtDelafield, WiJan 16, 2020Jan 21, 2020
The rule
Registrations ended
Jan 13, 2020 to Jan 16, 2020
Registered next
Jan 8, 2020 to Jan 21, 2020
Branch state
WI
Cities
1, most in Delafield, Wi
Registered there that day
870 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape