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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
Stephen Alan ColavitoAtlanta, GaJan 3, 2022Dec 15, 2021
Willis Barnett Wiggins DobbsAtlanta, GaJan 3, 2022Dec 8, 2021
The rule
Registrations ended
Jan 3, 2022
Registered next
Dec 8, 2021 to Dec 15, 2021
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
15%
Succession by the destination
none on the tape