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Team lift-out

3 advisors left A••••• A•• P••••••• S••••••• for C•••••• S••••• • C••• I•••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Austin Tyler NielsonBoulder, CoNov 13, 2020Sep 2, 2021
Casey Ames HerronGlendale, CoNov 13, 2020Apr 16, 2021
Christopher Chadwell NelsonDenver, CoNov 13, 2020Apr 8, 2021
The rule
Registrations ended
Nov 13, 2020
Registered next
Apr 8, 2021 to Sep 2, 2021
Branch state
CO
Cities
3, most in Denver, Co
Registered there that day
1,255 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape