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Team lift-out

3 advisors left E••••• J•••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joel David MitchellSpokane, WaMar 4, 2025Mar 3, 2025
Jenifer Lynn ChamplinSpokane, WaMar 11, 2025Mar 3, 2025
Joseph Louis ValdiviaGig Harbor, WaMar 13, 2025Apr 17, 2025
The rule
Registrations ended
Mar 4, 2025 to Mar 13, 2025
Registered next
Mar 3, 2025 to Apr 17, 2025
Branch state
WA
Cities
2, most in Spokane, Wa
Registered there that day
21,918 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape