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Team lift-out

2 advisors left A••••••••• F•••••••• S•••••••• L•• for C••••••••• F•••••••• N••••••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joyce Jakubowsky OaksWaterloo, IaApr 25, 2025Apr 23, 2025
Staci Sue GaiserMason City, IaApr 25, 2025Apr 23, 2025
The rule
Registrations ended
Apr 25, 2025
Registered next
Apr 23, 2025
Branch state
IA
Cities
2, most in Cedar Falls, Ia
Registered there that day
12,038 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape