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Team lift-out

2 advisors left E••••• J•••• for K•••••••• W••••• M••••••••• L••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Matthew BobbyReston, VaNov 7, 2022Nov 4, 2022
Brett Anthony SposaFalls Church, VaNov 14, 2022Nov 4, 2022
The rule
Registrations ended
Nov 7, 2022 to Nov 14, 2022
Registered next
Nov 4, 2022
Branch state
VA
Cities
2, most in Reston, Va
Registered there that day
18,708 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape