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Team lift-out

3 advisors left C•••• • P••••• for R••••••• W••••• S••••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Warwick AlleyJackson, MsJul 28, 2022Jul 26, 2022
Michael A PuckettJackson, MsJul 28, 2022Aug 15, 2022
Phillip Crowell BurnettJackson, MsJul 28, 2022Aug 15, 2022
The rule
Registrations ended
Jul 28, 2022
Registered next
Jul 26, 2022 to Aug 15, 2022
Branch state
MS
Cities
1, most in Jackson, Ms
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
20%
Succession by the destination
none on the tape