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Team lift-out

2 advisors left U•• F•••••••• S••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Richard Anthony AlbertBoca Raton, FlMar 21, 2019Mar 1, 2019
Bonnie DodsonBoca Raton, FlMar 22, 2019Apr 12, 2019
The rule
Registrations ended
Mar 21, 2019 to Mar 22, 2019
Registered next
Mar 1, 2019 to Apr 12, 2019
Branch state
FL
Cities
1, most in Boca Raton, Fl
Registered there that day
7,898 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape