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Team lift-out

3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for T•••• W••••• P•••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Darin Michael KossLewisburg, PaOct 2, 2020Sep 30, 2020
Haley Elizabeth KossLewisburg, PaOct 2, 2020Sep 30, 2020
Jared Furman KohlLewisburg, PaOct 2, 2020Sep 29, 2020
The rule
Registrations ended
Oct 2, 2020
Registered next
Sep 29, 2020 to Sep 30, 2020
Branch state
PA
Cities
1, most in Lewisburg, Pa
Registered there that day
4,519 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape