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Team lift-out

2 advisors left H•• A••••••• S••••••• L•• for C•• I••••••••• I••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Paul ReinholdSimi Valley, CaSep 23, 2015Apr 6, 2010
Justin Paul ReinholdSimi Valley, CaSep 24, 2015Oct 1, 2015
The rule
Registrations ended
Sep 23, 2015 to Sep 24, 2015
Registered next
Apr 6, 2010 to Oct 1, 2015
Branch state
CA
Cities
1, most in Simi Valley, Ca
Registered there that day
40 (people still on IAPD; an estimate)
Share of that headcount
5.0%
Succession by the destination
none on the tape