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Team lift-out

2 advisors left M••••••• F•••••••• G••••• I••• for H••••••• C••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Margaret Barnett EmmetRockville, MdDec 18, 2024Mar 17, 2025
Morgan T CrawfordRockville, MdDec 18, 2024Dec 20, 2024
Tyler Brooks CornRockville, MdDec 18, 2024Jan 13, 2025
The rule
Registrations ended
Dec 18, 2024
Registered next
Dec 20, 2024 to Jan 13, 2025
Branch state
MD
Cities
1, most in Rockville, Md
Registered there that day
31 (people still on IAPD; an estimate)
Share of that headcount
6.5%
Succession by the destination
none on the tape