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Team lift-out

2 advisors left C••••• A•••••• N••••••• L•• for S••••• F•••••••• A•••••••• I•••

BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
James Patrick FurrowBellevue, WaJun 29, 2023Oct 20, 1997
Michael Scott CoeRenton, WaJun 29, 2023Nov 28, 2014
The rule
Registrations ended
Jun 29, 2023
Registered next
Oct 20, 1997 to Nov 28, 2014
Branch state
WA
Cities
2, most in Bellevue, Wa
Registered there that day
385 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape