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Team lift-out

2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for V••• O•• W••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Rick Louis ValaSouthampton, PaNov 13, 2023Nov 9, 2023
Mario Louis MartinelliWilkes Barre, PaNov 14, 2023Nov 9, 2023
The rule
Registrations ended
Nov 13, 2023 to Nov 14, 2023
Registered next
Nov 9, 2023
Branch state
PA
Cities
2, most in Southampton, Pa
Registered there that day
23,679 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape