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RIA Intelligence

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Team lift-out

6 advisors left A••••••••• F•••••••• S•••••••• L•• for W•••• K••••• S•••••••• W••••• A•••••••• L••

national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Karamjeet Singh MangatPrinceton, NjJul 23, 2019Jan 1, 2026
Paul Thomas BurcherPrinceton, NjJul 23, 2019Jul 22, 2019
Daniel William CliffordPrinceton, NjJul 24, 2019Jan 1, 2026
Evasio Rosales CagandePrinceton, NjJul 24, 2019Jan 1, 2026
Harpreet Singh MangatPrinceton, NjJul 24, 2019Jul 22, 2019
Simmerpal Kaur BainsPrinceton, NjJul 24, 2019Jan 1, 2026
The rule
Registrations ended
Jul 23, 2019 to Jul 24, 2019
Registered next
Jul 22, 2019 to Jan 1, 2026
Branch state
NJ
Cities
1, most in Princeton, Nj
Registered there that day
8,773 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of A••••••••• F•••••••• S•••••••• L••Other teams into W•••• K••••• S•••••••• W••••• A•••••••• L••