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Team lift-out

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Gregory Brian HerrlingAnacortes, WaApr 3, 2023Mar 31, 2023
Antonette Kay SwansonBellingham, WaApr 4, 2023Apr 5, 2023
The rule
Registrations ended
Apr 3, 2023 to Apr 4, 2023
Registered next
Mar 31, 2023 to Apr 5, 2023
Branch state
WA
Cities
2, most in Anacortes, Wa
Registered there that day
744 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape