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RIA Intelligence

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Team lift-out

7 advisors left S•••••• F•••••••• G••••• L••••• for C••• I••••••••• A••••••• S•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Thomas GarganoAkron, OhDec 31, 2018Dec 19, 2018
Jonathan J SquireAkron, OhDec 31, 2018Dec 20, 2018
Joseph Scott LongAkron, OhDec 31, 2018Dec 20, 2018
Kevin Patrick VaillancourtAkron, OhDec 31, 2018Dec 19, 2018
Kimberly Lynn OrosAkron, OhDec 31, 2018Dec 19, 2018
Morgan Lee DesalvoAkron, OhDec 31, 2018Dec 19, 2018
Stanley Donald MilovancevAkron, OhDec 31, 2018Dec 19, 2018
The rule
Registrations ended
Dec 31, 2018
Registered next
Dec 19, 2018 to Dec 20, 2018
Branch state
OH
Cities
1, most in Akron, Oh
Registered there that day
38 (people still on IAPD; an estimate)
Share of that headcount
18%
Succession by the destination
none on the tape
Other teams out of S•••••• F•••••••• G••••• L•••••Other teams into C••• I••••••••• A••••••• S•••••••• L••