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Team lift-out

2 advisors left L•• F•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jonathan Martin JohansenPortland, OrOct 11, 2018Oct 1, 2018
Tammy Jean Mafara-JacobsWest Linn, OrOct 11, 2018Oct 1, 2018
The rule
Registrations ended
Oct 11, 2018
Registered next
Oct 1, 2018
Branch state
OR
Cities
2, most in West Linn, Or
Registered there that day
8,114 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape