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Team lift-out

2 advisors left K•••• W••••• A••••••• G••••• I••• for M••••• G••••• A••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Kinch KielyKernersville, NcMar 24, 2025Nov 6, 2024
Scott Douglas BelowKernersville, NcMar 24, 2025Nov 4, 2024
The rule
Registrations ended
Mar 24, 2025
Registered next
Nov 4, 2024 to Nov 6, 2024
Branch state
NC
Cities
2, most in Kernersville, Nc
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape