The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

3 advisors left C•••••• A••••••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Douglas Richard EvernhamIndianapolis, InAug 21, 2026Aug 20, 2026
Robert William ShawIndianapolis, InAug 21, 2026Aug 20, 2026
Stephanie Louise ShawIndianapolis, InAug 21, 2026Aug 20, 2026
The rule
Registrations ended
Aug 21, 2026
Registered next
Aug 20, 2026
Branch state
IN
Cities
1, most in Indianapolis, In
Registered there that day
625 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape