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RIA Intelligence

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Team lift-out

13 advisors left U••• I••••••••• S••••••• C•••••• for C•••••• S••••• • C••• I•••

no RAUMtonational BDOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Franc BurzottaSan Antonio, TxJun 4, 2020Jul 24, 2020
Errin GreeneSan Antonio, TxJun 15, 2020Sep 2, 2021
Sarjoo Narendra PatelSan Antonio, TxJun 16, 2020Aug 10, 2020
Joann Annette ThomasSan Antonio, TxJun 17, 2020Jun 8, 2020
Brian Michael StrangeSan Antonio, TxJun 18, 2020Aug 3, 2020
Juan Gabriel CanalesSan Antonio, TxJun 19, 2020May 23, 2022
Gregory Edward RivasSan Antonio, TxJun 22, 2020Aug 22, 2022
Michael C TejedaSan Antonio, TxJun 24, 2020Aug 10, 2021
Pete Garcia HernandezSan Antonio, TxJun 26, 2020Jul 22, 2021
Taylor James AndrewsSan Antonio, TxJun 26, 2020Sep 18, 2024
Marcia King HackettSan Antonio, TxJun 29, 2020Aug 23, 2021
Michael Shane WootenSan Antonio, TxJun 29, 2020Mar 8, 2022
Charles Joseph KlausmeierSan Antonio, TxJul 7, 2020Jan 27, 2026
The rule
Registrations ended
Jun 4, 2020 to Jul 7, 2020
Registered next
Jun 8, 2020 to Jan 27, 2026
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
222 (people still on IAPD; an estimate)
Share of that headcount
5.9%
Succession by the destination
none on the tape
Other teams out of U••• I••••••••• S••••••• C••••••Other teams into C•••••• S••••• • C••• I•••