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Team lift-out

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

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Robert MorrisonJacksonville, FlJan 16, 2019Jan 16, 2019
Robert Edward HorneJacksonville, FlJan 16, 2019Jan 18, 2019
The rule
Registrations ended
Jan 16, 2019
Registered next
Jan 16, 2019 to Jan 18, 2019
Branch state
FL
Cities
1, most in Jacksonville, Fl
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape