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Team lift-out

2 advisors left B•• F•••••••• L•• for S••••••• C•••••• M••••••••• L••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Gordon Richard JensenLittle Rock, ArDec 5, 2024Nov 18, 2024
Richard Ronald JensenLittle Rock, ArDec 5, 2024Dec 4, 2024
The rule
Registrations ended
Dec 5, 2024
Registered next
Nov 18, 2024 to Dec 4, 2024
Branch state
AR
Cities
1, most in Little Rock, Ar
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape