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Team lift-out

2 advisors left P•••••••• I••••••••• A•••••••• I••• for U••••• C•••••• F•••••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Mark StancilAtlanta, GaMar 30, 2019Apr 1, 2019
Wesley Aaron FrenchAtlanta, GaMar 30, 2019Mar 29, 2019
The rule
Registrations ended
Mar 30, 2019
Registered next
Mar 29, 2019 to Apr 1, 2019
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape