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Team lift-out

2 advisors left V••••• for M•• I•••••••• S•••••••• L••

unclassifiedtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael FriedmanScottsdale, AzJan 6, 2025Mar 3, 2025
Paul C JohnsScottsdale, AzJan 6, 2025Mar 24, 2025
The rule
Registrations ended
Jan 6, 2025
Registered next
Mar 3, 2025 to Mar 24, 2025
Branch state
AZ
Cities
1, most in Scottsdale, Az
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape