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Team lift-out

2 advisors left C•••••• S••••• • C••• I••• for T• P•••••• C••••• W••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian LobmanBoca Raton, FlJan 3, 2024Jun 14, 2024
Christine Julia KockOrlando, FlJan 10, 2024Mar 14, 2024
The rule
Registrations ended
Jan 3, 2024 to Jan 10, 2024
Registered next
Mar 14, 2024 to Jun 14, 2024
Branch state
FL
Cities
2, most in Boca Raton, Fl
Registered there that day
5,295 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape