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Team lift-out

2 advisors left R•• A•••••••• L•• for T•• W••••• B•••• G••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ryan Laurence FurlongCreve Coeur, MoSep 4, 2020May 26, 2020
Timothy Joseph BanksCreve Coeur, MoSep 4, 2020May 20, 2020
The rule
Registrations ended
Sep 4, 2020
Registered next
May 20, 2020 to May 26, 2020
Branch state
MO
Cities
1, most in Creve Coeur, Mo
Registered there that day
53 (people still on IAPD; an estimate)
Share of that headcount
3.8%
Succession by the destination
none on the tape