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Team lift-out

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

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Robert FreundBrighton, MiJul 10, 2018Jun 14, 2018
Jordan Dean MainMidland, MiJul 10, 2018Jul 2, 2018
The rule
Registrations ended
Jul 10, 2018
Registered next
Jun 14, 2018 to Jul 2, 2018
Branch state
MI
Cities
2, most in Midland, Mi
Registered there that day
169 (people still on IAPD; an estimate)
Share of that headcount
1.2%
Succession by the destination
none on the tape