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Team lift-out

2 advisors left B•••••••• I••••••••• A••••••• L•• for B•••••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Allan EltringhamChicago, IlOct 26, 2018Oct 23, 2018
Matthew David EltringhamChicago, IlOct 26, 2018Oct 23, 2018
The rule
Registrations ended
Oct 26, 2018
Registered next
Oct 23, 2018
Branch state
IL
Cities
1, most in Chicago, Il
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape