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Team lift-out

2 advisors left I•• C••••••• L•• for V••••• S•••••••• W••••• P•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Sean Paul RumrillSan Francisco, CaJul 7, 2025Aug 6, 2025
Aaron S BrailovSan Francisco, CaJul 16, 2025Aug 22, 2025
The rule
Registrations ended
Jul 7, 2025 to Jul 16, 2025
Registered next
Aug 6, 2025 to Aug 22, 2025
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
130 (people still on IAPD; an estimate)
Share of that headcount
1.5%
Succession by the destination
none on the tape