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Team lift-out

2 advisors left S•••••••• S••••• B••••• L•• for A••••••• F••••••••• L•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Mark SalzingerIndianapolis, InJun 26, 2025May 30, 2025
Tiffany VanhookIndianapolis, InJun 26, 2025Jun 9, 2025
The rule
Registrations ended
Jun 26, 2025
Registered next
May 30, 2025 to Jun 9, 2025
Branch state
IN
Cities
1, most in Indianapolis, In
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape