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Team lift-out

4 advisors left V••• F•••••••• A•••••••• I••• for C••••• A•••••• N••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Michael GuzekMountlake Terrace, WaJun 9, 2021Jun 9, 2021
Anya Marie StutzBellevue, WaJun 9, 2021Jun 9, 2021
Brendan Shea BayronMountlake Terrace, WaJun 9, 2021Jun 9, 2021
Joseph Bernard ParentMountlake Terrace, WaJun 9, 2021Jun 9, 2021
Kimberly Ann HamlinTacoma, WaJun 9, 2021Jun 9, 2021
The rule
Registrations ended
Jun 9, 2021
Registered next
Jun 9, 2021
Branch state
WA
Cities
2, most in Mountlake Terrace, Wa
Registered there that day
1,171 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of V••• F•••••••• A•••••••• I•••Other teams into C••••• A•••••• N••••••• L••