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Team lift-out

4 advisors left V••••• A•••• M••••••••• for E•••••••• M••• A•••• M••••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Catherine Michelle AndersonPalmyra, PaNov 30, 2022Sep 1, 2022
Dominic Raymond DefreeceWyomissing, PaNov 30, 2022Aug 31, 2022
Larry Rufus DanielsMonroeville, PaNov 30, 2022Apr 24, 2023
The rule
Registrations ended
Nov 30, 2022
Registered next
Aug 31, 2022 to Apr 24, 2023
Branch state
PA
Cities
3, most in Monroeville, Pa
Registered there that day
65 (people still on IAPD; an estimate)
Share of that headcount
6.2%
Succession by the destination
none on the tape