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Team lift-out

7 advisors left A••••••• I••••••••• P••••••• for E•••• F•••••••• G••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Haab NikpourNewtown Square, PaAug 26, 2022Aug 28, 2022
Dania Fitzgerald TanguisNewtown Square, PaAug 26, 2022Aug 30, 2022
Dustin Scott DowlingNewtown Square, PaAug 26, 2022Aug 29, 2022
Jamie Michelle StapfNewtown Square, PaAug 26, 2022Aug 28, 2022
Jeffrey Paul WrabelHarrisburg, PaAug 26, 2022Oct 4, 2022
Michael Charles McconahyHarrisburg, PaAug 26, 2022Aug 28, 2022
William Lowry LaneNewtown Square, PaAug 26, 2022Aug 28, 2022
The rule
Registrations ended
Aug 26, 2022
Registered next
Aug 28, 2022 to Oct 4, 2022
Branch state
PA
Cities
2, most in Newtown Square, Pa
Registered there that day
25 (people still on IAPD; an estimate)
Share of that headcount
28%
Succession by the destination
none on the tape