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Team lift-out

2 advisors left C••••••• P••••••• for C•••••• F•••••••• P•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Darien Lee HortonSan Diego, CaAug 28, 2023Aug 28, 2023
Natalie Elizabeth DewindtSan Diego, CaAug 28, 2023Apr 30, 2024
The rule
Registrations ended
Aug 28, 2023
Registered next
Aug 28, 2023 to Apr 30, 2024
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
738 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape