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Team lift-out

3 advisors left S•••••• S••••••••• I••• for L•• F•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Dustin Ryne StokesColumbus, GaFeb 19, 2025Feb 19, 2025
Joseph Alvin YoungColumbus, GaFeb 19, 2025Feb 19, 2025
Lori Jean LandColumbus, GaFeb 19, 2025Feb 19, 2025
The rule
Registrations ended
Feb 19, 2025
Registered next
Feb 19, 2025
Branch state
GA
Cities
2, most in Newnan, Ga
Registered there that day
177 (people still on IAPD; an estimate)
Share of that headcount
1.7%
Succession by the destination
none on the tape