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Team lift-out

2 advisors left P•• M•••••• A•••••• S••••••••• I••• for T••••• A••••••• S•••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Patrick Ryan KellerHouston, TxJan 27, 2017Feb 16, 2017
Gloria Bertagnolli RyanHouston, TxJan 30, 2017Feb 16, 2017
The rule
Registrations ended
Jan 27, 2017 to Jan 30, 2017
Registered next
Feb 16, 2017
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
239 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
a succession within a year (Jan 3, 2017), not necessarily this firm