The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left O• I••••••••• M••••••••• C• for T•• A•••••••• G••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Timothy Patrick ReidyCarmel, InJul 28, 2026Jul 28, 2026
William George PendletonValparaiso, InJul 28, 2026Jul 28, 2026
The rule
Registrations ended
Jul 28, 2026
Registered next
Jul 28, 2026
Branch state
IN
Cities
2, most in Valparaiso, In
Registered there that day
209 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape