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Team lift-out

2 advisors left V•••• C•••••• L•• for E•••••••••

state registeredtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
John Michael GamboneClinton, IaJul 18, 2023Jul 20, 2023
Michael Allen HarrisClinton, IaJul 18, 2023Jul 20, 2023
The rule
Registrations ended
Jul 18, 2023
Registered next
Jul 20, 2023
Branch state
IA
Cities
1, most in Clinton, Ia
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape