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Team lift-out

2 advisors left P••••••• C•••••• M••••••••• I••• for L••••• B••••••• • W•••• W••••• M••••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Justin WeissMadison, WiDec 16, 2015Oct 28, 2015
Nathaniel Martin LeachMadison, WiDec 16, 2015Oct 28, 2015
The rule
Registrations ended
Dec 16, 2015
Registered next
Oct 28, 2015
Branch state
WI
Cities
1, most in Madison, Wi
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape