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Team lift-out

2 advisors left O••••••••• • C•• I••• for H•••••• J• S••• C•••••• M••••••••• I•••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Rebecca Louise BeckettNorth Palm Beach, FlJan 24, 2020Feb 21, 2020
Timothy Patrick GarrettsonNorth Palm Beach, FlJan 24, 2020Jul 20, 2021
The rule
Registrations ended
Jan 24, 2020
Registered next
Feb 21, 2020 to Jul 20, 2021
Branch state
FL
Cities
1, most in North Palm Beach, Fl
Registered there that day
919 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape