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Team lift-out

3 advisors left C••••• A•••••• N••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Paul Joseph ValenteSouth Burlington, VtSep 18, 2020Sep 18, 2020
James Justin TowneSwanton, VtSep 21, 2020Sep 18, 2020
Joseph Paul PreddySt Johnsbury, VtSep 21, 2020Sep 18, 2020
The rule
Registrations ended
Sep 18, 2020 to Sep 21, 2020
Registered next
Sep 18, 2020
Branch state
VT
Cities
3, most in South Burlington, Vt
Registered there that day
406 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape
Other teams out of C••••• A•••••• N••••••• L••Other teams into L•• F•••••••• L••