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Team lift-out

3 advisors left S••• F•••••••• A••••••• for E•••••• C•••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jennifer Bevin QuigleyMclean, VaApr 13, 2021Feb 14, 2003
Kristen Maley AndrejevMclean, VaApr 13, 2021Feb 14, 2003
Peter Charles SperosMclean, VaApr 13, 2021Feb 14, 2003
The rule
Registrations ended
Apr 13, 2021
Registered next
Feb 14, 2003
Branch state
VA
Cities
1, most in Mclean, Va
Registered there that day
30 (people still on IAPD; an estimate)
Share of that headcount
10%
Succession by the destination
none on the tape