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Team lift-out

6 advisors left B••••• G••••• A•••••• N••••••• L•• for S••••••• W••••• U••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Nathan Charles TarrMiami, FlApr 28, 2021May 12, 2021
Daniel MesaMiami, FlApr 29, 2021May 12, 2021
Nicolas Justin MauricioMiami, FlApr 29, 2021May 12, 2021
Lewis Jay RinghamMiami, FlApr 30, 2021May 12, 2021
Michael Andre JordanMiami, FlApr 30, 2021May 12, 2021
Mark Robert LangleyMiami, FlMay 3, 2021May 12, 2021
The rule
Registrations ended
Apr 28, 2021 to May 3, 2021
Registered next
May 12, 2021
Branch state
FL
Cities
1, most in Miami, Fl
Registered there that day
26 (people still on IAPD; an estimate)
Share of that headcount
23%
Succession by the destination
none on the tape