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Team lift-out

2 advisors left S•••••• P••••••• I••••••••• A•••••••• L•• for C•••• T•••• A•••••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew William PriceHouston, TxAug 14, 2025Aug 12, 2025
Randolph Robin PriceHouston, TxAug 15, 2025Aug 15, 2025
The rule
Registrations ended
Aug 14, 2025 to Aug 15, 2025
Registered next
Aug 12, 2025 to Aug 15, 2025
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
407 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape