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Team lift-out

2 advisors left F•••• F•••••••• C•••••••• I••• for S••••••• W••••• M••••••••• L••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Thomas Edmund HatfieldAddison, TxJun 1, 2022May 29, 2022
Thomas Edmund HatfieldAddison, TxJun 1, 2022May 29, 2022
The rule
Registrations ended
Jun 1, 2022
Registered next
May 29, 2022
Branch state
TX
Cities
1, most in Addison, Tx
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
29%
Succession by the destination
none on the tape