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Team lift-out

2 advisors left C•••• C•••• F•••••••• M••••••••• L•• for T••• F••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Chad James JohnsonTacoma, WaJan 4, 2022Jan 5, 2022
H Justin AdolphsonSilverdale, WaJan 4, 2022Jan 5, 2022
The rule
Registrations ended
Jan 4, 2022
Registered next
Jan 5, 2022
Branch state
WA
Cities
2, most in Tacoma, Wa
Registered there that day
35 (people still on IAPD; an estimate)
Share of that headcount
5.7%
Succession by the destination
none on the tape