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Team lift-out

2 advisors left O•••• A••••• C•••••• A•••••••• I••• for C••••••••• W•••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey Adam JacobsSanta Monica, CaDec 31, 2016Jul 1, 2016
Lawrence Ross GoodfriendSanta Monica, CaDec 31, 2016Jan 1, 2026
The rule
Registrations ended
Dec 31, 2016
Registered next
Jul 1, 2016 to Jan 1, 2026
Branch state
CA
Cities
1, most in Santa Monica, Ca
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape