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Team lift-out

3 advisors left B••••• A••••••• G••••• I••• for S•• A•••••••• L••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley Steven BechokLincoln, RiOct 28, 2022Apr 27, 2023
Glenn Stuart LoganLincoln, RiOct 28, 2022Apr 27, 2023
Ronald Scott SandersonLincoln, RiOct 28, 2022Apr 27, 2023
The rule
Registrations ended
Oct 28, 2022
Registered next
Apr 27, 2023
Branch state
RI
Cities
1, most in Lincoln, Ri
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
38%
Succession by the destination
none on the tape