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Team lift-out

2 advisors left F•••••••• G•••••• A•••• M••••••••• I••• for I••• H••• A••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Scott WrightGreenville, ScMar 2, 2022Feb 28, 2022
Henry Pate HastyGreenville, ScMar 2, 2022Feb 28, 2022
The rule
Registrations ended
Mar 2, 2022
Registered next
Feb 28, 2022
Branch state
SC
Cities
1, most in Greenville, Sc
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
40%
Succession by the destination
none on the tape