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Team lift-out

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

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Ryan Mathew BohmLogan, UtJan 19, 2020Mar 2, 2020
Tanner Tessmer DanceLogan, UtJan 19, 2020Mar 2, 2020
The rule
Registrations ended
Jan 19, 2020
Registered next
Mar 2, 2020
Branch state
UT
Cities
1, most in Logan, Ut
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape