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Team lift-out

2 advisors left M••••• I••••••••• L•• for O••••

independent RIAtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
David William BushLenexa, KsJan 18, 2022Apr 27, 2021
Elliot Thomas OmansonLenexa, KsJan 18, 2022Apr 16, 2021
The rule
Registrations ended
Jan 18, 2022
Registered next
Apr 16, 2021 to Apr 27, 2021
Branch state
KS
Cities
1, most in Lenexa, Ks
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
20%
Succession by the destination
none on the tape