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Team lift-out

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Stephens O'NeilLake Forest, IlApr 30, 2021Apr 29, 2021
Cynthia E MariscalLake Forest, IlApr 30, 2021Apr 29, 2021
Nadine E HaufeAlgonquin, IlApr 30, 2021May 4, 2021
Steven E GattoLake Forest, IlApr 30, 2021Apr 29, 2021
William Merritt HolmanLake Forest, IlApr 30, 2021Apr 29, 2021
The rule
Registrations ended
Apr 30, 2021
Registered next
Apr 29, 2021 to May 4, 2021
Branch state
IL
Cities
2, most in Lake Forest, Il
Registered there that day
22,381 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape