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Team lift-out

2 advisors left T••••••••• W••••• P••••••• L•• for M•• C•••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Keith MeadorLittle Rock, ArJul 7, 2023Feb 14, 2025
Perry StreettLittle Rock, ArJul 7, 2023Feb 7, 2025
The rule
Registrations ended
Jul 7, 2023
Registered next
Feb 7, 2025 to Feb 14, 2025
Branch state
AR
Cities
1, most in Little Rock, Ar
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape