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Team lift-out

2 advisors left S•••••••• G••••• A•••• M••••••••• L•• for F•••• P••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael Said ElzahrBoca Raton, FlMay 31, 2019Jun 19, 2019
Nikol Elaine TennantBoca Raton, FlMay 31, 2019Jun 27, 2019
The rule
Registrations ended
May 31, 2019
Registered next
Jun 19, 2019 to Jun 27, 2019
Branch state
FL
Cities
1, most in Boca Raton, Fl
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
20%
Succession by the destination
none on the tape