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Team lift-out

3 advisors left E•• P•••••• W••••• M••••••••• ••••••••• C•••• for M••• C•••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Antonio Oliveira MouraMiami, FlJan 28, 2021Jan 2, 2025
Carl Henrik Gustaf EdlundMiami, FlJan 28, 2021Aug 13, 2020
Renata V Benghira-LimaMiami, FlJan 28, 2021Aug 14, 2020
The rule
Registrations ended
Jan 28, 2021
Registered next
Aug 13, 2020 to Jan 2, 2025
Branch state
FL
Cities
1, most in Miami, Fl
Registered there that day
26 (people still on IAPD; an estimate)
Share of that headcount
12%
Succession by the destination
none on the tape