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Team lift-out

2 advisors left G•••••••• I••••••••• M••••••••• L•• for M•••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael Robert ReedCincinnati, OhJan 7, 2019Jan 17, 2019
Sally Humphrey DempseyCincinnati, OhJan 7, 2019Jan 17, 2019
The rule
Registrations ended
Jan 7, 2019
Registered next
Jan 17, 2019
Branch state
OH
Cities
1, most in Cincinnati, Oh
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape