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Team lift-out

2 advisors left S•••••• F•••••••• G••••• L••••• for M••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Emily Nicole EbelAkron, OhJun 20, 2025Jun 13, 2025
Ashley Candace CostelloAkron, OhJun 27, 2025Jun 3, 2025
The rule
Registrations ended
Jun 20, 2025 to Jun 27, 2025
Registered next
Jun 3, 2025 to Jun 13, 2025
Branch state
OH
Cities
1, most in Akron, Oh
Registered there that day
189 (people still on IAPD; an estimate)
Share of that headcount
1.1%
Succession by the destination
none on the tape