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13 advisors moved from C••• R••••••••• P••• A••••••• S••••••• to C••• I••••••••• A••••••• S•••••••• L••

Channel change (one enterprise)joined C••• I••••••••• A••••••• S•••••••• L••
No date on record · this record

Not a lift-out: both firms report C•••, Inc as a 75%+ owner on Schedule A around the move, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.

institutionaltoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander James LaikosCleveland, OhDec 31, 2021Jan 16, 2020
Andrew Charles VanburenCleveland, OhDec 31, 2021Sep 30, 2019
Bradley Jon SieniawskiIndependence, OhDec 31, 2021Sep 19, 2019
Colin Michael RogersCleveland, OhDec 31, 2021Aug 12, 2019
Cory Joseph MccomasIndependence, OhDec 31, 2021Sep 26, 2019
John Paul LupicaCleveland, OhDec 31, 2021May 12, 2020
Kalman David MuchnickCleveland, OhDec 31, 2021Aug 29, 2019
Kerry Jo ElyIndependence, OhDec 31, 2021Jan 16, 2020
Nicholas Paul BeboutCleveland, OhDec 31, 2021Jun 17, 2020
Patrick G DonnellyIndependence, OhDec 31, 2021Sep 24, 2019
Paula Marie LewisCleveland, OhDec 31, 2021Mar 29, 2019
Ryan Matthew WehkingCleveland, OhDec 31, 2021May 13, 2019
Tyler James BeckaCleveland, OhDec 31, 2021Oct 29, 2019
The rule
Registrations ended
Dec 31, 2021
Registered next
Mar 29, 2019 to Jun 17, 2020
Branch state
OH
Cities
2, most in Cleveland, Oh
Registered there that day
39 (people still on IAPD; an estimate)
Share of that headcount
33%
One enterprise because
both firms report C•••, Inc as a 75%+ owner on Schedule A around the move
Succession by the destination
none on the tape
Other teams out of C••• R••••••••• P••• A••••••• S•••••••Other teams into C••• I••••••••• A••••••• S•••••••• L••