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Team lift-out

2 advisors left C••••••••• W•••••• L•• for B••• Z••• W••••• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Judith Maria LuLos Angeles, CaDec 9, 2019Jun 30, 2020
Joshua Martin SailarLos Angeles, CaDec 16, 2019Jan 1, 2025
The rule
Registrations ended
Dec 9, 2019 to Dec 16, 2019
Registered next
Jun 30, 2020 to Jan 1, 2025
Branch state
CA
Cities
1, most in Los Angeles, Ca
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
25%
Succession by the destination
none on the tape