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Team lift-out

2 advisors left O•••• W•••••• I••• for J• W• C••• A•••••••• I•••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dorothea Sue ColeNew Port Richey, FlFeb 7, 2019May 8, 2019
Robert William TillerNew Port Richey, FlFeb 7, 2019Feb 15, 2019
The rule
Registrations ended
Feb 7, 2019
Registered next
Feb 15, 2019 to May 8, 2019
Branch state
FL
Cities
1, most in New Port Richey, Fl
Registered there that day
1,599 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape