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Team lift-out

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

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Nathan EllerbeeSaint Petersburg, FlOct 9, 2023Jan 22, 2020
Jacqueline T KulleSarasota, FlOct 18, 2023Jan 29, 2025
The rule
Registrations ended
Oct 9, 2023 to Oct 18, 2023
Registered next
Jan 22, 2020 to Jan 29, 2025
Branch state
FL
Cities
2, most in Saint Petersburg, Fl
Registered there that day
5,480 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape