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Team lift-out

2 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for M•••• F•••••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Stephen LoutsisIssaquah, WaApr 14, 2023Apr 14, 2023
Shawna Kristine BainIssaquah, WaApr 14, 2023Apr 14, 2023
The rule
Registrations ended
Apr 14, 2023
Registered next
Apr 14, 2023
Branch state
WA
Cities
2, most in Issaquah, Wa
Registered there that day
109 (people still on IAPD; an estimate)
Share of that headcount
1.8%
Succession by the destination
none on the tape