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Team lift-out

2 advisors left T••••••••• C•••••• M••••••••• L•• for P•••••• S••• P•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Colin H GrayShoreline, WaApr 12, 2022Apr 3, 2022
Mark Robert Gardner AndersonShoreline, WaApr 12, 2022Apr 1, 2022
The rule
Registrations ended
Apr 12, 2022
Registered next
Apr 1, 2022 to Apr 3, 2022
Branch state
WA
Cities
1, most in Shoreline, Wa
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
40%
Succession by the destination
none on the tape