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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
David A RubenNorth Bethesda, MdMay 3, 2022Apr 29, 2022
David Michael SotskyBethesda, MdMay 3, 2022Apr 29, 2022
Elizabeth Dora SnyderBethesda, MdMay 3, 2022Apr 29, 2022
The rule
Registrations ended
May 3, 2022
Registered next
Apr 29, 2022
Branch state
MD
Cities
2, most in North Bethesda, Md
Registered there that day
21,882 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape