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Team lift-out

4 advisors left O•••• W•••••• I••• for C••••••••• F•••••••• N••••••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christy B RoeMurray, UtJan 21, 2025Jan 16, 2025
Jonathan Scott SimpsonMurray, UtJan 21, 2025Jan 16, 2025
Mary Ann GublerMurray, UtJan 21, 2025Jan 16, 2025
Wesley Juan ShieldsMurray, UtJan 21, 2025Jan 16, 2025
The rule
Registrations ended
Jan 21, 2025
Registered next
Jan 16, 2025
Branch state
UT
Cities
1, most in Murray, Ut
Registered there that day
6,793 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of O•••• W•••••• I•••Other teams into C••••••••• F•••••••• N••••••