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Team lift-out

2 advisors left C••••• A•••••• N••••••• L•• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew Scott TroutnerFt Wayne, InJun 7, 2021Jun 3, 2021
Matthew Todd BarnesFt Wayne, InJun 7, 2021Jun 3, 2021
The rule
Registrations ended
Jun 7, 2021
Registered next
Jun 3, 2021
Branch state
IN
Cities
1, most in Ft Wayne, In
Registered there that day
448 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape