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Team lift-out

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Kevin Sean TownsendSalt Lake City, UtMay 10, 2021May 7, 2021
Kimberly C SmithSalt Lake City, UtMay 10, 2021Aug 19, 2021
Pamela Ann FisherSalt Lake City, UtMay 10, 2021May 7, 2021
Steven G WilliamsSalt Lake City, UtMay 10, 2021May 7, 2021
Steven Ray WilliamsSalt Lake City, UtMay 10, 2021May 7, 2021
The rule
Registrations ended
May 10, 2021
Registered next
May 7, 2021 to Aug 19, 2021
Branch state
UT
Cities
1, most in Salt Lake City, Ut
Registered there that day
22,362 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into R•••••• J•••• • A••••••••• I•••