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Team lift-out

2 advisors left V•••••• S••••••••• L•• for C•••••• C••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Edward WeinerEnglewood, NjAug 5, 2020Oct 9, 2020
Eric Spencer SellingerEnglewood, NjAug 5, 2020Oct 9, 2020
The rule
Registrations ended
Aug 5, 2020
Registered next
Oct 9, 2020
Branch state
NJ
Cities
1, most in Englewood, Nj
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape