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Team lift-out

2 advisors left B•••• W•••••• L•• for A•••• G••••• A•••••••• L••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Lester M BrackleyAtlanta, GaMar 24, 2020Mar 20, 2020
Timothy Kane McgukinAtlanta, GaMar 24, 2020Mar 20, 2020
The rule
Registrations ended
Mar 24, 2020
Registered next
Mar 20, 2020
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
20 (people still on IAPD; an estimate)
Share of that headcount
10%
Succession by the destination
none on the tape