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Team lift-out

4 advisors left A•••••• W••••• M••••••••• L•• for W••••••••• L••••• G••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Charles HechtCarlsbad, CaMar 24, 2022Mar 20, 2022
Donald Matthew PhelanCarlsbad, CaMar 24, 2022Mar 20, 2022
Joseph Richard WilliamsonCarlsbad, CaMar 24, 2022Apr 19, 2022
Owen Patrick WilliamsonCarlsbad, CaMar 24, 2022Mar 21, 2022
The rule
Registrations ended
Mar 24, 2022
Registered next
Mar 20, 2022 to Apr 19, 2022
Branch state
CA
Cities
1, most in Carlsbad, Ca
Registered there that day
28 (people still on IAPD; an estimate)
Share of that headcount
14%
Succession by the destination
none on the tape
Other teams out of A•••••• W••••• M••••••••• L••Other teams into W••••••••• L••••• G••••• L••