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RIA Intelligence

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Team lift-out

6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for A•••••• W••••• A•••••••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew Daniel LiebmanPhiladelphia, PaMar 1, 2021Feb 26, 2021
Michelle Franca CzarneckiJenkintown, PaMar 1, 2021Nov 11, 2022
Monica Stefanie LanzilottaJenkintown, PaMar 1, 2021Nov 11, 2022
Patrick Joseph SwiftPhiladelphia, PaMar 1, 2021Feb 26, 2021
Samuel Alan LiebmanJenkintown, PaMar 1, 2021Feb 26, 2021
Aaron Shoshon MarksJenkintown, PaMar 2, 2021Feb 26, 2021
The rule
Registrations ended
Mar 1, 2021 to Mar 2, 2021
Registered next
Feb 26, 2021 to Nov 11, 2022
Branch state
PA
Cities
2, most in Jenkintown, Pa
Registered there that day
22,438 (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 A•••••• W••••• A•••••••