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Firm absorbed

11 advisors left S••••• B•••• I••••••••• A•••••••• L•• for A••••••• F••••••••• L•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Audrey BruchIndianapolis, InSep 12, 2025May 30, 2025
Debra Kay McculleyIndianapolis, InSep 12, 2025May 30, 2025
Edward Allen HumphreysIndianapolis, InSep 12, 2025May 30, 2025
Emily BegemanIndianapolis, InSep 12, 2025May 30, 2025
James P McmahonIndianapolis, InSep 12, 2025Jun 12, 2025
Katherine HarperIndianapolis, InSep 12, 2025May 30, 2025
Lisa Michelle ReddickIndianapolis, InSep 12, 2025May 30, 2025
Matthew John Robert PotterIndianapolis, InSep 12, 2025May 30, 2025
Nathan HarshmanIndianapolis, InSep 12, 2025May 30, 2025
Samantha PezzuteIndianapolis, InSep 12, 2025May 30, 2025
Thomas KaiserIndianapolis, InSep 12, 2025May 30, 2025
The rule
Registrations ended
Sep 12, 2025
Registered next
May 30, 2025 to Jun 12, 2025
Branch state
IN
Cities
1, most in Indianapolis, In
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
73%
Succession by the destination
none on the tape
Other teams out of S••••• B•••• I••••••••• A•••••••• L••Other teams into A••••••• F••••••••• L•••