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Team lift-out

2 advisors left T•• H••••••••• F•••••••• G••••• I••• for T•• M••••• G••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Robert Edward HoganRed Bank, NjJul 27, 2026Feb 26, 2026
Timothy Andrew KnottsRed Bank, NjJul 27, 2026Feb 17, 2026
The rule
Registrations ended
Jul 27, 2026
Registered next
Feb 17, 2026 to Feb 26, 2026
Branch state
NJ
Cities
1, most in Red Bank, Nj
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape