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Team lift-out

3 advisors left D••• D••••••• • C•• for S•••••• N••••••• • C••••••• I•••••••••

independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradly Wayne NelsonIdaho Falls, IdNov 17, 2021Nov 16, 2021
Emma Lou HulseIdaho Falls, IdNov 17, 2021Nov 16, 2021
Jerry HongIdaho Falls, IdNov 17, 2021Nov 16, 2021
The rule
Registrations ended
Nov 17, 2021
Registered next
Nov 16, 2021
Branch state
ID
Cities
1, most in Idaho Falls, Id
Registered there that day
512 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape