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Team lift-out

2 advisors left L•••••• I••••••••• for L•• F•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Celenea Lynn BrewerAvon, OhAug 25, 2022Aug 29, 2022
Gary Joel MendelowAvon, OhAug 25, 2022Aug 28, 2022
The rule
Registrations ended
Aug 25, 2022
Registered next
Aug 28, 2022 to Aug 29, 2022
Branch state
OH
Cities
1, most in Avon, Oh
Registered there that day
809 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape