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Team lift-out

9 advisors left A•••••• I••••••••• A•••••••• L•• for T••••••••• C••••••• L••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey Robert HurstIdaho Falls, IdApr 25, 2018Mar 26, 2018
Levi B LarsonIdaho Falls, IdApr 25, 2018Mar 28, 2018
Kimberly Kay DolemanIdaho Falls, IdApr 27, 2018Mar 29, 2018
Trenton Christopher LaporteIdaho Falls, IdMay 2, 2018Sep 25, 2018
Jeremy Rich JohnstonIdaho Falls, IdMay 3, 2018Apr 4, 2018
Bradley Tyson FerneyIdaho Falls, IdMay 8, 2018Apr 24, 2018
Richard Gordon RogersIdaho Falls, IdMay 8, 2018Apr 24, 2018
Charles Ryan DunnIdaho Falls, IdMay 9, 2018May 31, 2018
Christopher Gammell HedquistIdaho Falls, IdMay 17, 2018Nov 1, 2017
The rule
Registrations ended
Apr 25, 2018 to May 17, 2018
Registered next
Nov 1, 2017 to Sep 25, 2018
Branch state
ID
Cities
1, most in Idaho Falls, Id
Registered there that day
47 (people still on IAPD; an estimate)
Share of that headcount
19%
Succession by the destination
none on the tape