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Team lift-out

2 advisors left F•••• H•••••• A•••••••• I•• for L•• F•••••••• L••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
James Matthew DannelKnoxville, TnFeb 22, 2019Feb 21, 2019
James Rhett LankfordKnoxville, TnFeb 22, 2019Feb 21, 2019
The rule
Registrations ended
Feb 22, 2019
Registered next
Feb 21, 2019
Branch state
TN
Cities
1, most in Knoxville, Tn
Registered there that day
139 (people still on IAPD; an estimate)
Share of that headcount
1.4%
Succession by the destination
none on the tape