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Team lift-out

3 advisors left L•• F•••••••• L•• for C••••••••• F•••••••• N••••••

independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jacinta Therese EarlPort Orchard, WaSep 21, 2018Sep 24, 2018
Teresa Kaye MansellPort Hadlock, WaSep 21, 2018Sep 24, 2018
Andrew Lucas FinniganBremerton, WaSep 24, 2018Sep 24, 2018
The rule
Registrations ended
Sep 21, 2018 to Sep 24, 2018
Registered next
Sep 24, 2018
Branch state
WA
Cities
3, most in Port Hadlock, Wa
Registered there that day
8,090 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape