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Team lift-out

2 advisors left G••••• A•••• M••••••••• G•••• for C•••••• A••••••• S•••••••• L••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
John Matthew PetersonWinter Springs, FlNov 30, 2020Oct 19, 2020
Philip Gilbert GarciaWinter Springs, FlNov 30, 2020Oct 16, 2020
The rule
Registrations ended
Nov 30, 2020
Registered next
Oct 16, 2020 to Oct 19, 2020
Branch state
FL
Cities
1, most in Winter Springs, Fl
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape