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Team lift-out

2 advisors left B••••••• J•••• L•• for D••••• W••••• L••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Devyn Jeremy DeleonSeattle, WaMar 25, 2025Mar 24, 2025
Konner Chanz DeleonSeattle, WaMar 25, 2025Mar 24, 2025
The rule
Registrations ended
Mar 25, 2025
Registered next
Mar 24, 2025
Branch state
WA
Cities
1, most in Seattle, Wa
Registered there that day
117 (people still on IAPD; an estimate)
Share of that headcount
1.7%
Succession by the destination
none on the tape