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Team lift-out

2 advisors left B••••••••• F•••••••• M••••••••• ••• L•• for H••••• W•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley Philip Spencer HamiltonOrlando, FlFeb 14, 2022Oct 5, 2022
The rule
Registrations ended
Feb 14, 2022
Registered next
Oct 5, 2022
Branch state
FL
Cities
1, most in Orlando, Fl
Registered there that day
12 (people still on IAPD; an estimate)
Share of that headcount
17%
Succession by the destination
none on the tape