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Team lift-out

6 advisors left A••• C•••••• P•••••••• L•• for L••••• W••••• P•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Grant CameronLakewood, CoApr 1, 2025Mar 3, 2025
Andrew Todd FeldmanLakewood, CoApr 1, 2025Mar 3, 2025
James Lee BoothEnglewood, CoApr 1, 2025Mar 3, 2025
Kenneth Reid SenourLakewood, CoApr 1, 2025Mar 3, 2025
Rex Charles EmeryLakewood, CoApr 1, 2025Mar 3, 2025
Tanner L. CameronLakewood, CoApr 1, 2025Mar 3, 2025
The rule
Registrations ended
Apr 1, 2025
Registered next
Mar 3, 2025
Branch state
CO
Cities
2, most in Lakewood, Co
Registered there that day
23 (people still on IAPD; an estimate)
Share of that headcount
26%
Succession by the destination
none on the tape