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Team lift-out

3 advisors left N•• M••••••••• G•••• for T•••• W••••• G•••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Manuel Rene NegronSandy, UtApr 12, 2022May 9, 2022
Brandon Paul WyattSandy, UtApr 22, 2022May 19, 2022
Collin Mckenzie StaufferSandy, UtApr 22, 2022May 9, 2022
The rule
Registrations ended
Apr 12, 2022 to Apr 22, 2022
Registered next
May 9, 2022 to May 19, 2022
Branch state
UT
Cities
1, most in Sandy, Ut
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
43%
Succession by the destination
none on the tape