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Team lift-out

2 advisors left W••••• F•••••••• S•••••••• L••••• for A•••••••• F•••••••• C•••••••• L••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Dennis Daniel DuffyGeneseo, IlFeb 26, 2015Feb 25, 2015
Ryan Michael DenmanGeneseo, IlFeb 26, 2015Feb 24, 2015
The rule
Registrations ended
Feb 26, 2015
Registered next
Feb 24, 2015 to Feb 25, 2015
Branch state
IL
Cities
1, most in Geneseo, Il
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
40%
Succession by the destination
none on the tape