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Team lift-out

4 advisors left T••••••• I••••••••• M••••••••• I••• for M•• I•••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander PanosScottsdale, AzSep 12, 2023Sep 25, 2023
Griffin Lyle GaughranScottsdale, AzSep 13, 2023Sep 22, 2023
Donald John SwansonPhoenix, AzSep 18, 2023Sep 18, 2023
The rule
Registrations ended
Sep 12, 2023 to Sep 18, 2023
Registered next
Sep 18, 2023 to Sep 25, 2023
Branch state
AZ
Cities
2, most in Scottsdale, Az
Registered there that day
2,289 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape