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Team lift-out

2 advisors left L••••• W••••• A•••••••• I••• for V•• B•••• W••••• M••••••••• G••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Erick Donald Von BergeSolana Beach, CaMay 4, 2021Apr 1, 2021
Erick Scott ConwaySolana Beach, CaMay 4, 2021Apr 1, 2021
The rule
Registrations ended
May 4, 2021
Registered next
Apr 1, 2021
Branch state
CA
Cities
1, most in Solana Beach, Ca
Registered there that day
34 (people still on IAPD; an estimate)
Share of that headcount
5.9%
Succession by the destination
none on the tape