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Team lift-out

2 advisors left C••••••• F•••••••• A••••••• for U••••• C•••••• F•••••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles W. ManningChadds Ford, PaJun 21, 2019Jun 21, 2019
Matthew George MuenchChadds Ford, PaJun 21, 2019Jun 21, 2019
The rule
Registrations ended
Jun 21, 2019
Registered next
Jun 21, 2019
Branch state
PA
Cities
1, most in Chadds Ford, Pa
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape