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Team lift-out

3 advisors left L•• F•••••••• L•• for C•••• S•• F••••••••• L•

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Louis HickeyTrophy Club, TxDec 20, 2018Oct 11, 2018
John Wesley PaulsonDallas, TxDec 20, 2018Oct 11, 2018
Randy Louis SmithDallas, TxDec 20, 2018Oct 11, 2018
The rule
Registrations ended
Dec 20, 2018
Registered next
Oct 11, 2018
Branch state
TX
Cities
2, most in Dallas, Tx
Registered there that day
8,279 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape