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Team lift-out

2 advisors left B•••• W•••••• L•• for P•••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Paine SpiresAtlanta, GaDec 2, 2021Dec 7, 2021
Elizabeth Ann BosworthAtlanta, GaDec 2, 2021Jul 28, 2023
The rule
Registrations ended
Dec 2, 2021
Registered next
Dec 7, 2021 to Jul 28, 2023
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape