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Team lift-out

2 advisors left F••••••• C•••••• M••••••••• I••• for B•••••• C•••••• A•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Kenneth Edward WalshSteamboat Springs, CoOct 3, 2016Feb 25, 2025
Zachary Charles BuckleySteamboat Springs, CoOct 3, 2016Mar 5, 2021
The rule
Registrations ended
Oct 3, 2016
Registered next
Mar 5, 2021 to Feb 25, 2025
Branch state
CO
Cities
1, most in Steamboat Springs, Co
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape