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RIA Intelligence

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Team lift-out

13 advisors left M••••• S•••••• for R••••••••• C•••••• M•••••••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Scott AbramsonAtlanta, GaJan 14, 2020Jan 30, 2020
Amber J DornellAtlanta, GaJan 14, 2020Jan 10, 2020
April Leigh GayAtlanta, GaJan 14, 2020Jan 30, 2020
Emery BourneAtlanta, GaJan 14, 2020Jan 30, 2020
Michael Joseph MerlinAtlanta, GaJan 14, 2020Jan 10, 2020
Michael Paul AthanasAtlanta, GaJan 14, 2020Jan 10, 2020
Michelle Franco TriversAtlanta, GaJan 14, 2020Jan 30, 2020
Zach Elan SenftAtlanta, GaJan 14, 2020Jan 30, 2020
Bonnie Carrol HamiltonAtlanta, GaJan 21, 2020Jan 17, 2020
Graham Charles KennedyAtlanta, GaJan 23, 2020Jan 21, 2020
Kathryn Stevenson SenkbeilAtlanta, GaJan 23, 2020Jan 21, 2020
Mary Beth Christine RuthAtlanta, GaJan 23, 2020Nov 12, 2020
Thomas Andrew McdavidAtlanta, GaJan 23, 2020Jan 21, 2020
The rule
Registrations ended
Jan 14, 2020 to Jan 23, 2020
Registered next
Jan 10, 2020 to Nov 12, 2020
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
15,394 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into R••••••••• C•••••• M•••••••••