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Team lift-out

2 advisors left P••• A••••• S••••••••• L•• for I••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Luis Alonso CorralesChevy Chase, MdJan 31, 2019Feb 27, 2019
Joseph Michael CopeChevy Chase, MdFeb 1, 2019Feb 27, 2019
The rule
Registrations ended
Jan 31, 2019 to Feb 1, 2019
Registered next
Feb 27, 2019
Branch state
MD
Cities
1, most in Chevy Chase, Md
Registered there that day
1,206 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape