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Team lift-out

3 advisors left T••• F•••••••• for S•••••• W••••• M•••••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony James ChristensenSt George, UtMay 20, 2025Feb 25, 2025
Cameron Leon BlakeSt George, UtMay 20, 2025Feb 25, 2025
David Orson HarrisSt George, UtMay 20, 2025Feb 25, 2025
Jordan Michael LindsaySt George, UtMay 20, 2025Feb 25, 2025
The rule
Registrations ended
May 20, 2025
Registered next
Feb 25, 2025
Branch state
UT
Cities
1, most in St George, Ut
Registered there that day
60 (people still on IAPD; an estimate)
Share of that headcount
5.0%
Succession by the destination
none on the tape