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Team lift-out

2 advisors left P••••••• A•••••••• L•• for E• W••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
James Daniel DwyerChandler, AzAug 24, 2020Oct 18, 2020
Michael Damien McginleyChandler, AzAug 24, 2020Aug 19, 2020
The rule
Registrations ended
Aug 24, 2020
Registered next
Aug 19, 2020 to Oct 18, 2020
Branch state
AZ
Cities
1, most in Chandler, Az
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape