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Team lift-out

3 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for C•••••• S••••• • C••• I•••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Dustin HatcherBoston, MaNov 19, 2018Dec 11, 2018
Jaclyn Schmidt ChaBoston, MaNov 26, 2018Mar 24, 2021
Bruce William AustinBoston, MaNov 30, 2018Dec 6, 2018
The rule
Registrations ended
Nov 19, 2018 to Nov 30, 2018
Registered next
Dec 6, 2018 to Mar 24, 2021
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
5,253 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape