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RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Martha Beatriz OrtegaSan Antonio, TxApr 27, 2021Apr 23, 2021
Bradley W JohnsonSan Antonio, TxApr 28, 2021Apr 23, 2021
Jonathan Paul KlugSan Antonio, TxApr 28, 2021Apr 23, 2021
Randolph Edwin DanielsSan Antonio, TxApr 28, 2021Apr 23, 2021
The rule
Registrations ended
Apr 27, 2021 to Apr 28, 2021
Registered next
Apr 23, 2021
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
22,386 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into S•••••••• A•••••••• L••