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Team lift-out

2 advisors left W••••••••• for C••••••• W••••• A••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Kelly Michael ElsensohnCastle Rock, CoJun 6, 2024Mar 13, 2024
David Eric BaysingerCastle Rock, CoJun 7, 2024Mar 13, 2024
The rule
Registrations ended
Jun 6, 2024 to Jun 7, 2024
Registered next
Mar 13, 2024
Branch state
CO
Cities
1, most in Castle Rock, Co
Registered there that day
31 (people still on IAPD; an estimate)
Share of that headcount
6.5%
Succession by the destination
none on the tape