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Team lift-out

3 advisors left V••• E••••• M••••••••• L•• for C••••• F•••••••• G•••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Gerald Joseph RobillardE Falmouth, MaFeb 21, 2018Oct 18, 2017
Jeffrey Thomas CutterMansfield, MaFeb 21, 2018Oct 18, 2017
Susan Johanna RomanEast Falmouth, MaFeb 21, 2018Oct 18, 2017
The rule
Registrations ended
Feb 21, 2018
Registered next
Oct 18, 2017
Branch state
MA
Cities
3, most in E Falmouth, Ma
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
19%
Succession by the destination
none on the tape