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Team lift-out

3 advisors left C•••••• I•• A•••••••• L•• for S•••••••• W••••• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Cassandra QueenConshohocken, PaApr 2, 2020Jan 2, 2020
Douglas Robyn MacgrayConshohocken, PaApr 2, 2020Jan 2, 2020
Logan Daniel MacgrayConshohocken, PaApr 2, 2020Jan 2, 2020
The rule
Registrations ended
Apr 2, 2020
Registered next
Jan 2, 2020
Branch state
PA
Cities
1, most in Conshohocken, Pa
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
23%
Succession by the destination
none on the tape