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Team lift-out

2 advisors left S•• F••••••••• L•• for T••••• F•••••••• G••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ryan Michael FiliaggiLewes, DeAug 5, 2024Jul 31, 2024
Shane Mark ScottLewes, DeAug 5, 2024Jul 25, 2024
The rule
Registrations ended
Aug 5, 2024
Registered next
Jul 25, 2024 to Jul 31, 2024
Branch state
DE
Cities
1, most in Lewes, De
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
15%
Succession by the destination
none on the tape