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Team lift-out

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Carole Jean PfeiferGreenwood Village, CoApr 16, 2024Apr 10, 2024
John Charles NewellGreenwood Village, CoApr 18, 2024Apr 10, 2024
The rule
Registrations ended
Apr 16, 2024 to Apr 18, 2024
Registered next
Apr 10, 2024
Branch state
CO
Cities
1, most in Greenwood Village, Co
Registered there that day
5,604 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape