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Team lift-out

2 advisors left C••••••• A•••• M••••••••• L•• for S••••• A•••• M••••••••• L•••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Austin A BowlinAnn Arbor, MiApr 30, 2021May 4, 2021
Taylor Wilson ArmstrongAnn Arbor, MiApr 30, 2021May 24, 2021
The rule
Registrations ended
Apr 30, 2021
Registered next
May 4, 2021 to May 24, 2021
Branch state
MI
Cities
1, most in Ann Arbor, Mi
Registered there that day
58 (people still on IAPD; an estimate)
Share of that headcount
3.4%
Succession by the destination
none on the tape