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Team lift-out

2 advisors left A••••• W••••• M••••••••• L•• for T•• P••••••••• F•••••••• C•••••• L••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brennon Sterling BowenLas Vegas, NvDec 4, 2018Dec 13, 2018
William Bruce MillerLas Vegas, NvDec 4, 2018Jun 8, 2018
The rule
Registrations ended
Dec 4, 2018
Registered next
Jun 8, 2018 to Dec 13, 2018
Branch state
NV
Cities
1, most in Las Vegas, Nv
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
40%
Succession by the destination
none on the tape