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Team lift-out

2 advisors left S•••• 2• P••••••• P••••••• for S•••• 2• P••••••• P••••••• L••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Alan DouglassSouth Burlington, VtApr 13, 2023Jan 4, 2023
Sandra Marie MaynardSouth Burlington, VtApr 13, 2023Sep 20, 2022
The rule
Registrations ended
Apr 13, 2023
Registered next
Sep 20, 2022 to Jan 4, 2023
Branch state
VT
Cities
1, most in South Burlington, Vt
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape