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Team lift-out

3 advisors left U••••• C•••••• F•••••••• A••••••• for J•• W••••• M••••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Joel JohnsonDenver, CoNov 9, 2023Oct 23, 2023
Luke Patrick NagellDenver, CoNov 9, 2023Nov 27, 2023
Patrick Ryan RudyDenver, CoNov 9, 2023Oct 23, 2023
The rule
Registrations ended
Nov 9, 2023
Registered next
Oct 23, 2023 to Nov 27, 2023
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
150 (people still on IAPD; an estimate)
Share of that headcount
2.0%
Succession by the destination
none on the tape