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Team lift-out

3 advisors left S••••• F•••••••• A•••••••• I••• for T••• C••• P•••••• W•••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Eric David MattinsonWinstonsalem, NcSep 17, 2021Aug 20, 2021
Joseph King BerryWinstonsalem, NcSep 17, 2021Aug 20, 2021
Travis Vernon LethcoWinstonsalem, NcSep 17, 2021Oct 11, 2021
The rule
Registrations ended
Sep 17, 2021
Registered next
Aug 20, 2021 to Oct 11, 2021
Branch state
NC
Cities
1, most in Winstonsalem, Nc
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
43%
Succession by the destination
none on the tape