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Team lift-out

3 advisors left B•• W••••• A•••••••• L•• for C•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ewa Stella DrabekChicago, IlNov 2, 2023Nov 3, 2023
William George LoweryChicago, IlNov 2, 2023Nov 2, 2023
Zachary Thomas PearsallChicago, IlNov 2, 2023Nov 2, 2023
The rule
Registrations ended
Nov 2, 2023
Registered next
Nov 2, 2023 to Nov 3, 2023
Branch state
IL
Cities
1, most in Chicago, Il
Registered there that day
19 (people still on IAPD; an estimate)
Share of that headcount
16%
Succession by the destination
none on the tape