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Team lift-out

2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for T•• P••••••• G••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dani Gerald BarronNorthfield, IlJan 24, 2019Sep 28, 2018
Paul Samuel ShumanNorthfield, IlFeb 7, 2019Oct 11, 2018
The rule
Registrations ended
Jan 24, 2019 to Feb 7, 2019
Registered next
Sep 28, 2018 to Oct 11, 2018
Branch state
IL
Cities
1, most in Northfield, Il
Registered there that day
2,368 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape