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Team lift-out

2 advisors left L•••••• W••••• M••••••••• L•• for V••• P••••••• G•••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Karl Erik HansenOakland, CaApr 1, 2021Feb 22, 2021
Timothy Daniel GallagherOakland, CaApr 14, 2021Apr 7, 2021
The rule
Registrations ended
Apr 1, 2021 to Apr 14, 2021
Registered next
Feb 22, 2021 to Apr 7, 2021
Branch state
CA
Cities
1, most in Oakland, Ca
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape