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Team lift-out

3 advisors left O•••• F•• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Scott R WarnerCanby, OrApr 1, 2024Apr 1, 2024
Charles Robert DaveeBeaverton, OrApr 2, 2024Dec 20, 2025
Jerimiah David GildeaBeaverton, OrApr 2, 2024Apr 1, 2024
The rule
Registrations ended
Apr 1, 2024 to Apr 2, 2024
Registered next
Apr 1, 2024 to Dec 20, 2025
Branch state
OR
Cities
2, most in Beaverton, Or
Registered there that day
301 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape