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Team lift-out

2 advisors left A••••••• A••••••• S••••••• for I•••••• F•••••••• S•••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jace W ChamplinLincoln, NeJun 18, 2019Jun 3, 2019
Michael Joseph RoodLincoln, NeJun 28, 2019Jun 3, 2019
The rule
Registrations ended
Jun 18, 2019 to Jun 28, 2019
Registered next
Jun 3, 2019
Branch state
NE
Cities
1, most in Lincoln, Ne
Registered there that day
133 (people still on IAPD; an estimate)
Share of that headcount
1.5%
Succession by the destination
none on the tape