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Team lift-out

2 advisors left M••••• F••• W••••• M••••••••• L•• for C•••••••• C•••••• L••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Saul MessecaAlexandria, VaJan 5, 2021Jan 14, 2021
Ross Stefan AndersonAlexandria, VaJan 5, 2021Jan 14, 2021
The rule
Registrations ended
Jan 5, 2021
Registered next
Jan 14, 2021
Branch state
VA
Cities
1, most in Alexandria, Va
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
14%
Succession by the destination
none on the tape