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Team lift-out

2 advisors left S••• C••••••• I••• for B•••••••• A•••• M••••••••• L••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Semare TecleMiami, FlApr 5, 2022Mar 25, 2022
Jimmy GonzalezMiami, FlApr 5, 2022Jan 1, 2026
The rule
Registrations ended
Apr 5, 2022
Registered next
Mar 25, 2022 to Jan 1, 2026
Branch state
FL
Cities
1, most in Miami, 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