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Team lift-out

2 advisors left C•••• F•••••••• A••••••• for W•••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Laura Turner BakerBirmingham, AlJun 8, 2022May 6, 2022
Leigh Ann ThrashBirmingham, AlJun 8, 2022May 6, 2022
The rule
Registrations ended
Jun 8, 2022
Registered next
May 6, 2022
Branch state
AL
Cities
1, most in Birmingham, Al
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape