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Team lift-out

2 advisors left M••••• F••••• W•••••• L•• for M••••• P•••••• W•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jacob Edward TurnerSt Louis, MoMar 24, 2021Apr 20, 2021
Luke Andrew TurnerSt Louis, MoMar 24, 2021Apr 20, 2021
The rule
Registrations ended
Mar 24, 2021
Registered next
Apr 20, 2021
Branch state
MO
Cities
1, most in St Louis, Mo
Registered there that day
12 (people still on IAPD; an estimate)
Share of that headcount
17%
Succession by the destination
none on the tape