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Team lift-out

2 advisors left W•••• I••••••••• A•••••••• L•• for A•••• I••••••••• A•••••••• L••

institutionaltomixed wealthOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Evan Bandler AdamsTempe, AzSep 13, 2024Jan 23, 2025
Michele Marie FarfanTempe, AzSep 13, 2024May 12, 2025
The rule
Registrations ended
Sep 13, 2024
Registered next
Jan 23, 2025 to May 12, 2025
Branch state
AZ
Cities
1, most in Tempe, Az
Registered there that day
220 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
none on the tape