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Team lift-out

3 advisors left M•••••• for M•• F•••••••• S•••••••• I•••

independent RIAtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Gregory Jude PintoOverland Park,, KsJan 31, 2020Jan 2, 2015
Guido Mogatti SarcioneOverland Park,, KsFeb 10, 2020Jan 2, 2015
John Thomas LianOverland Park,, KsFeb 10, 2020Jan 2, 2015
The rule
Registrations ended
Jan 31, 2020 to Feb 10, 2020
Registered next
Jan 2, 2015
Branch state
KS
Cities
1, most in Overland Park,, Ks
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape