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Firm absorbed

3 advisors left S••••••••• F•••••••• A•••••••• L•• for C•••••••

independent RIAtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jonathan Shane HunterStockbridge, GaJun 30, 2021Apr 26, 2021
Matthew Scott GodleskiStockbridge, GaJun 30, 2021Apr 26, 2021
Patrick James PlunkettStockbridge, GaJun 30, 2021Apr 26, 2021
The rule
Registrations ended
Jun 30, 2021
Registered next
Apr 26, 2021
Branch state
GA
Cities
1, most in Stockbridge, Ga
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape