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Team lift-out

2 advisors left V••••• P••••••• W••••• A••••••• for P••••••• F••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew William ParkerFort Wayne, InFeb 1, 2022Feb 2, 2022
Riley William ReimschiselFort Wayne, InFeb 1, 2022Feb 2, 2022
The rule
Registrations ended
Feb 1, 2022
Registered next
Feb 2, 2022
Branch state
IN
Cities
1, most in Fort Wayne, In
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
14%
Succession by the destination
none on the tape