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Team lift-out

2 advisors left I••••••• W••••• L•• for P••••• W••••• P•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Jarrett Alexander BradyClayton, CaJun 6, 2023May 5, 2023
Yarenis Rosa RodriguezClayton, CaJun 6, 2023May 25, 2023
The rule
Registrations ended
Jun 6, 2023
Registered next
May 5, 2023 to May 25, 2023
Branch state
CA
Cities
1, most in Clayton, Ca
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape