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Team lift-out

2 advisors left B•• P•••••••• L•• for R••••••• P••••••• G••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Kevin Michael LutzNew York, NyApr 17, 2019May 22, 2019
Ryan A McdermottNew York, NyApr 17, 2019May 22, 2019
The rule
Registrations ended
Apr 17, 2019
Registered next
May 22, 2019
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape