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Team lift-out

4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for A••••••••• F•••••••• S•••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew Joseph TinyoScottdale, AzOct 11, 2023Oct 2, 2023
Jared Bryce RoskelleyScottsdale, AzOct 12, 2023Oct 2, 2023
Jessica SmithScottsdale, AzOct 12, 2023Nov 8, 2023
Matthew Jay ClayScottsdale, AzOct 12, 2023Oct 2, 2023
The rule
Registrations ended
Oct 11, 2023 to Oct 12, 2023
Registered next
Oct 2, 2023 to Nov 8, 2023
Branch state
AZ
Cities
2, most in Scottsdale, Az
Registered there that day
5,484 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape