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Team lift-out

2 advisors left C••••••• • D•••• I•• for D••••• W••••• G••••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrea Bernardini DardenWhitmore Lake, MiSep 13, 2018May 16, 2018
Mark MinderWhitmore Lake, MiSep 17, 2018May 17, 2018
The rule
Registrations ended
Sep 13, 2018 to Sep 17, 2018
Registered next
May 16, 2018 to May 17, 2018
Branch state
MI
Cities
1, most in Whitmore Lake, Mi
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape