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Team lift-out

2 advisors left V•••••• P•••••• W•••••• L•• for V••••••• C•••••• A•••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Garrison WrightNaples, FlAug 15, 2023Aug 8, 2023
Matthew David PietzakNaples, FlAug 15, 2023Jul 20, 2023
The rule
Registrations ended
Aug 15, 2023
Registered next
Jul 20, 2023 to Aug 8, 2023
Branch state
FL
Cities
1, most in Naples, Fl
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape