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Team lift-out

2 advisors left W••••••• F•••••••• S•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew James WorthingtonIssaquah, WaOct 30, 2023Oct 26, 2023
Michael Todd RossmanIssaquah, WaOct 30, 2023Oct 26, 2023
The rule
Registrations ended
Oct 30, 2023
Registered next
Oct 26, 2023
Branch state
WA
Cities
1, most in Issaquah, Wa
Registered there that day
1,324 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape