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Team lift-out

2 advisors left R••••• W• B•••• • C•• I••••••••• for N••••••••• M••••• I••••••••• S•••••••••

mixed wealthtono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cynthia M TrappFranklin, WiJul 18, 2022Aug 24, 2022
Elizabeth A MayerMilwaukee, WiJul 18, 2022Aug 25, 2022
The rule
Registrations ended
Jul 18, 2022
Registered next
Aug 24, 2022 to Aug 25, 2022
Branch state
WI
Cities
2, most in Franklin, Wi
Registered there that day
1,930 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape