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Team lift-out

2 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Suzanne WongWalnut Creek, CaNov 11, 2015Nov 10, 2015
Josh LewensohnSherman Oaks, CaNov 17, 2015Nov 13, 2015
The rule
Registrations ended
Nov 11, 2015 to Nov 17, 2015
Registered next
Nov 10, 2015 to Nov 13, 2015
Branch state
CA
Cities
2, most in Walnut Creek, Ca
Registered there that day
7,209 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape