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Team lift-out

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

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Bruce CastleberryCumming, GaDec 31, 2018Jan 2, 2019
Kenneth Julian BellavanceCumming, GaDec 31, 2018Jan 2, 2019
The rule
Registrations ended
Dec 31, 2018
Registered next
Jan 2, 2019
Branch state
GA
Cities
1, most in Cumming, Ga
Registered there that day
2,351 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape