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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
Jason Brett ColeOverland Park, KsSep 4, 2024Sep 4, 2024
Matthew John SchoenfeldOverland Park, KsSep 5, 2024Sep 4, 2024
Corey Randall BierlOverland Park, KsSep 6, 2024Sep 4, 2024
The rule
Registrations ended
Sep 4, 2024 to Sep 6, 2024
Registered next
Sep 4, 2024
Branch state
KS
Cities
1, most in Overland Park, Ks
Registered there that day
950 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape