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Team lift-out

3 advisors left I••••••••• A•••••• A•••••••• L•• for G••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Bryan MiseSummerville, ScSep 22, 2020Aug 25, 2020
Edward Clade CarltonSummerville, ScSep 22, 2020Aug 26, 2020
Patrick Andrew GuntherSummerville, ScSep 22, 2020Aug 26, 2020
The rule
Registrations ended
Sep 22, 2020
Registered next
Aug 25, 2020 to Aug 26, 2020
Branch state
SC
Cities
1, most in Summerville, Sc
Registered there that day
188 (people still on IAPD; an estimate)
Share of that headcount
1.6%
Succession by the destination
none on the tape