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Team lift-out

3 advisors left S••••••• C•••••• M••••••••• L•• for F•••• P••••••• W•••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Edward LeachWashington, DcFeb 8, 2022Aug 27, 2024
Donald Mathews HarrisWashington, DcFeb 8, 2022Jul 20, 2022
Kristina K SaundersWashington, DcFeb 8, 2022Aug 28, 2024
The rule
Registrations ended
Feb 8, 2022
Registered next
Jul 20, 2022 to Aug 28, 2024
Branch state
DC
Cities
1, most in Washington, Dc
Registered there that day
26 (people still on IAPD; an estimate)
Share of that headcount
12%
Succession by the destination
none on the tape