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Team lift-out

2 advisors left G•••• W••••• M••••••••• S•••••••• L•• for H• T••••••• F•••••••• S•••••••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Henri GloverDallas, TxMar 1, 2022Jan 12, 2022
Patrick Floyd PopeDallas, TxMar 1, 2022Jan 12, 2022
The rule
Registrations ended
Mar 1, 2022
Registered next
Jan 12, 2022
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape