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Team lift-out

2 advisors left E••••••• I••••••••• C••••••••• for C••••••• W••••• M••••••••• L••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bryan Joseph SullivanBroomfield, CoDec 14, 2020Jun 15, 2020
Eric VeveBroomfield, CoDec 14, 2020Jun 15, 2020
The rule
Registrations ended
Dec 14, 2020
Registered next
Jun 15, 2020
Branch state
CO
Cities
1, most in Broomfield, Co
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape