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Team lift-out

2 advisors left A••••• A•• P••••••• S••••••• for E•••••••• A•••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jennifer Nicole RossMorgantown, WvMar 2, 2021Apr 1, 2021
Jon Erik HuffmanMorgantown, WvMar 2, 2021Apr 1, 2021
The rule
Registrations ended
Mar 2, 2021
Registered next
Apr 1, 2021
Branch state
WV
Cities
1, most in Morgantown, Wv
Registered there that day
994 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape