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Team lift-out

2 advisors left G••• • C•••••• I••••••••• M••••••••• I••• for F•••••••• I••••••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Isaac Jacob BrohinskyJacksonville, FlAug 15, 2022Jan 26, 2022
Joel Clayton ChamberlainJacksonville, FlAug 15, 2022Jan 1, 2025
The rule
Registrations ended
Aug 15, 2022
Registered next
Jan 26, 2022 to Jan 1, 2025
Branch state
FL
Cities
1, most in Jacksonville, Fl
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape