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Team lift-out

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

independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Frederick James HarkinsProvidence, RiMar 18, 2019Mar 21, 2019
Michelle Cortes-HarkinsProvidence, RiMar 18, 2019Feb 19, 2019
Gregory George BarishianProvidence, RiMar 20, 2019Feb 25, 2019
The rule
Registrations ended
Mar 18, 2019 to Mar 20, 2019
Registered next
Feb 19, 2019 to Mar 21, 2019
Branch state
RI
Cities
1, most in Providence, Ri
Registered there that day
8,373 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape