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Team lift-out

2 advisors left M•• A•••••••• L•• for R••••• W• B•••• • C•• I•••••••••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Melissa Jo SanchezBrookfield, WiSep 8, 2017Mar 16, 2017
Rebecca Lynn SchusterBrookfield, WiSep 8, 2017Mar 16, 2017
The rule
Registrations ended
Sep 8, 2017
Registered next
Mar 16, 2017
Branch state
WI
Cities
1, most in Brookfield, Wi
Registered there that day
12 (people still on IAPD; an estimate)
Share of that headcount
17%
Succession by the destination
none on the tape