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Team lift-out

2 advisors left N•••••• A••••••• for A••• W••••• P•••••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Barret L KolleSan Antonio, TxNov 1, 2022Nov 1, 2022
Eric Ilmari KalaSan Antonio, TxNov 1, 2022Nov 1, 2022
The rule
Registrations ended
Nov 1, 2022
Registered next
Nov 1, 2022
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
271 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape