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Team lift-out

2 advisors left V•••• C••••••• L•• for O•••••••• A•••••••

independent RIAtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Matthew GriestWest Chester, PaJul 31, 2020Jan 31, 2022
Christopher Tyler DiederichWest Chester, PaJul 31, 2020Jan 31, 2022
The rule
Registrations ended
Jul 31, 2020
Registered next
Jan 31, 2022
Branch state
PA
Cities
1, most in West Chester, Pa
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
29%
Succession by the destination
none on the tape