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Team lift-out

2 advisors left I••••• C•••••• P••••••• for R••••••••• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Michael ChuddeSpringboro, OhMay 1, 2019May 3, 2019
Roger Barry ChuddeSpringboro, OhMay 1, 2019May 4, 2019
The rule
Registrations ended
May 1, 2019
Registered next
May 3, 2019 to May 4, 2019
Branch state
OH
Cities
1, most in Springboro, Oh
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
25%
Succession by the destination
none on the tape