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Team lift-out

2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S••• R•••• C•••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Caroline NovakPalo Alto, CaJan 4, 2018Dec 15, 2017
Igor Boris LotsvinPalo Alto, CaJan 4, 2018Dec 15, 2017
The rule
Registrations ended
Jan 4, 2018
Registered next
Dec 15, 2017
Branch state
CA
Cities
1, most in Palo Alto, Ca
Registered there that day
19,850 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape