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Team lift-out

2 advisors left E•••••• C•••••• M••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Gonzalo AlonsoArlington, VaMar 12, 2020Jul 24, 2020
Kevin James MccarthyArlington, VaMar 12, 2020Jun 22, 2020
The rule
Registrations ended
Mar 12, 2020
Registered next
Jun 22, 2020 to Jul 24, 2020
Branch state
VA
Cities
1, most in Arlington, Va
Registered there that day
527 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape