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Team lift-out

2 advisors left W•••• F•••• A••••••• for C•••••• C•••••• P•••••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew James OttuschDelafield, WiJul 9, 2021Jul 7, 2021
Jacob Steven MayerDelafield, WiJul 13, 2021Jul 7, 2021
The rule
Registrations ended
Jul 9, 2021 to Jul 13, 2021
Registered next
Jul 7, 2021
Branch state
WI
Cities
1, most in Delafield, Wi
Registered there that day
14,099 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape