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Team lift-out

3 advisors left I••••••••• F•••••••• P••••••• for F••••• W••••• P••••••• P•••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Andrew VaughnLouisville, KyMar 31, 2023Mar 1, 2023
Brian W RamseyLouisville, KyApr 3, 2023Jan 3, 2023
Eric Thomas DouglasLouuisville, KyApr 3, 2023Dec 22, 2022
The rule
Registrations ended
Mar 31, 2023 to Apr 3, 2023
Registered next
Dec 22, 2022 to Mar 1, 2023
Branch state
KY
Cities
2, most in Louisville, Ky
Registered there that day
230 (people still on IAPD; an estimate)
Share of that headcount
1.3%
Succession by the destination
none on the tape