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RIA Intelligence

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Firm absorbed

13 advisors left C••••• C•••••• A•••••••• L•• for C•••••••

no RAUMtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley YuIndianapolis, InAug 9, 2024Oct 16, 2023
Brian UpchurchIndianapolis, InAug 9, 2024Oct 16, 2023
Casey James BollockIndianapolis, InAug 9, 2024Nov 1, 2023
Charlsie Irene AshlockIndianapolis, InAug 9, 2024Oct 23, 2023
Jeffrey Jen-Chie YuIndianapolis, InAug 9, 2024Dec 1, 2023
Justin Paul KassanitsIndianapolis, InAug 9, 2024Oct 16, 2023
Kevin Douglas SweetIndianapolis, InAug 9, 2024Oct 16, 2023
Kristin Elizabeth MoistnerIndianapolis, InAug 9, 2024Oct 20, 2023
Mariah Lynn DayIndianapolis, InAug 9, 2024Oct 31, 2023
Mark August DeprezIndianapolis, InAug 9, 2024Oct 16, 2023
Ryan Thomas KonopIndianapolis, InAug 9, 2024Oct 16, 2023
Sarah Little GreccoIndianapolis, InAug 9, 2024Oct 16, 2023
Sheri Lynn KendallIndianapolis, InAug 9, 2024Oct 16, 2023
The rule
Registrations ended
Aug 9, 2024
Registered next
Oct 16, 2023 to Dec 1, 2023
Branch state
IN
Cities
1, most in Indianapolis, In
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
93%
Succession by the destination
none on the tape
Other teams out of C••••• C•••••• A•••••••• L••Other teams into C•••••••