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Team lift-out

2 advisors left C•••••• S••••• • C••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Patrick SheaGlen Allen, VaJun 12, 2023Aug 9, 2023
William Randolph BowerGlen Allen, VaJun 20, 2023Aug 15, 2023
The rule
Registrations ended
Jun 12, 2023 to Jun 20, 2023
Registered next
Aug 9, 2023 to Aug 15, 2023
Branch state
VA
Cities
1, most in Glen Allen, Va
Registered there that day
5,133 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape