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Team lift-out

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

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael R BrownOlympia, WaApr 10, 2019Mar 16, 2017
Paul Edward GrutznerOlympia, WaApr 10, 2019Jan 13, 2016
The rule
Registrations ended
Apr 10, 2019
Registered next
Jan 13, 2016 to Mar 16, 2017
Branch state
WA
Cities
1, most in Olympia, Wa
Registered there that day
111 (people still on IAPD; an estimate)
Share of that headcount
1.8%
Succession by the destination
none on the tape