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Team lift-out

2 advisors left Z•••••• W••••• P••••••• for F••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Ryan ThomasWilmington, NcApr 2, 2026Mar 24, 2026
Grant Michael SylvesterWilmington, NcApr 2, 2026Apr 2, 2026
The rule
Registrations ended
Apr 2, 2026
Registered next
Mar 24, 2026 to Apr 2, 2026
Branch state
NC
Cities
1, most in Wilmington, Nc
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape