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Team lift-out

2 advisors left P••• A••••• S••••••••• L•• for T•• W••••• C••••••••• G••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Carol Giusti ParrishBothell, WaMar 3, 2021Feb 16, 2021
Jenifer A SapelBothell, WaMar 3, 2021Feb 16, 2021
The rule
Registrations ended
Mar 3, 2021
Registered next
Feb 16, 2021
Branch state
WA
Cities
1, most in Bothell, Wa
Registered there that day
1,344 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape