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Team lift-out

2 advisors left A• W••••• M••••••••• L•• for S••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Clayton Boyd AlexanderSandy, UtApr 3, 2019Apr 4, 2019
Douglas Scott FerrellSandy, UtApr 3, 2019Apr 4, 2019
The rule
Registrations ended
Apr 3, 2019
Registered next
Apr 4, 2019
Branch state
UT
Cities
1, most in Sandy, Ut
Registered there that day
244 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape