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Team lift-out

2 advisors left S•••••• M••••• L•• for M••••••••• F•••••••• S••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
George Henry ArnoldThe Woodlands, TxDec 3, 2025Jun 8, 2016
Sumeet Kaur RaiThe Woodlands, TxDec 3, 2025Jun 8, 2016
The rule
Registrations ended
Dec 3, 2025
Registered next
Jun 8, 2016
Branch state
TX
Cities
1, most in The Woodlands, Tx
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
15%
Succession by the destination
none on the tape