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Team lift-out

2 advisors left E••••••• C•••••• M••••••••• I•• for A•••••• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Patricia Kathleen SlocumAnn Arbor, MiSep 17, 2019Sep 16, 2019
Thomas Jerome CostiganAnn Arbor, MiSep 17, 2019Sep 16, 2019
The rule
Registrations ended
Sep 17, 2019
Registered next
Sep 16, 2019
Branch state
MI
Cities
1, most in Ann Arbor, Mi
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape