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Team lift-out

4 advisors left B••••••••• C•••••• M••••••••• L•• for T•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Charles WilkinsonWheaton, IlFeb 7, 2022Feb 7, 2022
Kevin Scott BeazleyWheaton, IlFeb 7, 2022Feb 7, 2022
Russell Edward HarrisWheaton, IlFeb 7, 2022Feb 9, 2022
Spencer John CompsWheaton, IlFeb 7, 2022Feb 7, 2022
The rule
Registrations ended
Feb 7, 2022
Registered next
Feb 7, 2022
Branch state
IL
Cities
1, most in Wheaton, Il
Registered there that day
283 (people still on IAPD; an estimate)
Share of that headcount
1.4%
Succession by the destination
none on the tape