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Team lift-out

3 advisors left D•••••• L••• S••••• L•• for W••••••••• A•••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Cory Adam ShufordHuntersville, NcSep 11, 2024Sep 12, 2024
Julio C GaviriaCramerton, NcSep 11, 2024Sep 12, 2024
Kyle David SikesGastonia, NcSep 11, 2024Sep 12, 2024
Lauren Skidmore IvesterCramerton, NcSep 11, 2024Oct 10, 2024
The rule
Registrations ended
Sep 11, 2024
Registered next
Sep 12, 2024 to Oct 10, 2024
Branch state
NC
Cities
3, most in Cramerton, Nc
Registered there that day
69 (people still on IAPD; an estimate)
Share of that headcount
4.3%
Succession by the destination
none on the tape