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Team lift-out

2 advisors left F•••• T•••• S••••••••• I••• for O•••••••• C•••••• M••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason A ToshChicago, IlMay 6, 2021May 5, 2021
Ryan Steven WattChicago, IlMay 6, 2021May 5, 2021
The rule
Registrations ended
May 6, 2021
Registered next
May 5, 2021
Branch state
IL
Cities
1, most in Chicago, Il
Registered there that day
701 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape