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Team lift-out

2 advisors left B•••••••• A•••• M••••••••• L•• for F••••• C•••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Albert Aaron BergGreenville, ScNov 6, 2024Nov 14, 2024
Russell Gerard ChristopherGreenville, ScNov 7, 2024Nov 19, 2024
The rule
Registrations ended
Nov 6, 2024 to Nov 7, 2024
Registered next
Nov 14, 2024 to Nov 19, 2024
Branch state
SC
Cities
1, most in Greenville, Sc
Registered there that day
123 (people still on IAPD; an estimate)
Share of that headcount
1.6%
Succession by the destination
none on the tape