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Team lift-out

3 advisors left U•• F•••••••• S••••••• I••• for K••••• P•••••• W••••• S•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Joseph LandiProvidence, RiMay 31, 2018Jun 22, 2018
Deborah Rhude ShusterProvidence, RiMay 31, 2018May 25, 2018
Kelly C AlmonteProvidence, RiJun 1, 2018May 23, 2018
The rule
Registrations ended
May 31, 2018 to Jun 1, 2018
Registered next
May 23, 2018 to Jun 22, 2018
Branch state
RI
Cities
1, most in Providence, Ri
Registered there that day
7,719 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape