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Team lift-out

2 advisors left R•••••• J•••• • A••••••••• I••• for L•••••• W••••• P•••••••

national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Lauren MatthiessenDublin, OhNov 1, 2024Nov 12, 2024
Mitchell J TowneDublin, OhNov 4, 2024Nov 14, 2024
The rule
Registrations ended
Nov 1, 2024 to Nov 4, 2024
Registered next
Nov 12, 2024 to Nov 14, 2024
Branch state
OH
Cities
1, most in Dublin, Oh
Registered there that day
5,174 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape