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Team lift-out

2 advisors left R•• W••••• A••••••• for L•• F•••••••• L••

independent RIAtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
David Brent RobinsonArgyle, TxMar 13, 2017Feb 14, 2018
Scott Lee RobinsonArgyle, TxMar 13, 2017Feb 14, 2018
The rule
Registrations ended
Mar 13, 2017
Registered next
Feb 14, 2018
Branch state
TX
Cities
1, most in Argyle, Tx
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape