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Team lift-out

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Dustin Jay NessWestlake, OhMay 25, 2019May 24, 2019
Keith Christian SweigertWestlake, OhMay 25, 2019May 24, 2019
Amy Cameron DaleyWestlake, OhMay 28, 2019May 24, 2019
The rule
Registrations ended
May 25, 2019 to May 28, 2019
Registered next
May 24, 2019
Branch state
OH
Cities
1, most in Westlake, Oh
Registered there that day
20,983 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape