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Team lift-out

2 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Rodney Marcus ScottBirmingham, AlSep 6, 2022Sep 6, 2022
Donald Jeffrey BentleyTroy, AlSep 12, 2022Jan 5, 2024
The rule
Registrations ended
Sep 6, 2022 to Sep 12, 2022
Registered next
Sep 6, 2022 to Jan 5, 2024
Branch state
AL
Cities
2, most in Birmingham, Al
Registered there that day
2,630 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape