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Team lift-out

2 advisors left L•• F•••••••• L•• for K••••• A••••••• S•••••••• L••

independent RIAtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Allison Clancy HudsonMerrick, NyFeb 28, 2018Mar 12, 2018
Eric Gregory MooreMerrick, NyMar 1, 2018Feb 21, 2018
The rule
Registrations ended
Feb 28, 2018 to Mar 1, 2018
Registered next
Feb 21, 2018 to Mar 12, 2018
Branch state
NY
Cities
1, most in Merrick, Ny
Registered there that day
7,774 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape