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Team lift-out

2 advisors left M••••••••• A•••••••• L••• for S•••••• C•••••• P•••••• W••••• M••••••••• L••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Ross GladstoneNew York, NyMar 11, 2019May 1, 2019
John William RahoNew York, NyMar 15, 2019May 1, 2019
The rule
Registrations ended
Mar 11, 2019 to Mar 15, 2019
Registered next
May 1, 2019
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
20%
Succession by the destination
none on the tape