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Team lift-out

5 advisors left B••••••• W••••• A•••••••• L•• for F••••••••• W••••• • T•• A•••••••• L••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Joseph WilliamsFrederick, MdNov 3, 2022Aug 24, 2023
Glen Edward FrostEdgewater, MdNov 3, 2022Aug 24, 2023
John Anthony FaggioColumbia, MdNov 3, 2022Jan 20, 2026
Joseph Thomas HillFrederick, MdNov 3, 2022Aug 24, 2023
Matthew Robert CostaFrederick, MdNov 3, 2022Feb 28, 2022
The rule
Registrations ended
Nov 3, 2022
Registered next
Feb 28, 2022 to Jan 20, 2026
Branch state
MD
Cities
3, most in Frederick, Md
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
45%
Succession by the destination
none on the tape