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Team lift-out

3 advisors left W•••• F•••• A••••••• for R••••• W• B•••• • C•• I•••••••••

wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christy E MedeirosTucson, AzMay 9, 2018May 4, 2018
Irving MindesTucson, AzMay 9, 2018May 4, 2018
William S FedorTucson, AzMay 9, 2018May 4, 2018
The rule
Registrations ended
May 9, 2018
Registered next
May 4, 2018
Branch state
AZ
Cities
1, most in Tucson, Az
Registered there that day
14,227 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape