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Team lift-out

2 advisors left R•• C•••••• M••••••• L•• for R•••••• J•••• • A••••••••• I•••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Matt John Vanden HeuvelAppleton, WiNov 10, 2021Nov 12, 2021
Jenna Lynn MielkeAppleton, WiNov 12, 2021Oct 27, 2021
The rule
Registrations ended
Nov 10, 2021 to Nov 12, 2021
Registered next
Oct 27, 2021 to Nov 12, 2021
Branch state
WI
Cities
1, most in Appleton, Wi
Registered there that day
2,821 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape