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Team lift-out

2 advisors left S••••• C•••••• M••••••••• L•• for C••••• I••••••••• A••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Elroy Mark GoodyearSaint Louis, MoAug 10, 2022Mar 21, 2024
Robert Joseph McnicholasSaint Louis, MoAug 10, 2022Mar 21, 2024
The rule
Registrations ended
Aug 10, 2022
Registered next
Mar 21, 2024
Branch state
MO
Cities
1, most in Saint Louis, Mo
Registered there that day
34 (people still on IAPD; an estimate)
Share of that headcount
5.9%
Succession by the destination
none on the tape