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Team lift-out

7 advisors left A•••• C•••••• A•••••••• L•• for G••••••• W••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon Duke FentressFairhope, AlMay 11, 2022May 16, 2022
Christian David KeedyFairhope, AlMay 11, 2022May 12, 2022
David Todd MisenheimerFairhope, AlMay 11, 2022Jun 7, 2022
Ervin Randolph MillwoodFairhope, AlMay 11, 2022May 13, 2022
Gregory Thompson RhinehardtFairhope, AlMay 11, 2022Jun 1, 2022
Michael Jay HensleyFairhope, AlMay 11, 2022May 23, 2022
Russell Brenton SmithFairhope, AlMay 11, 2022May 13, 2022
The rule
Registrations ended
May 11, 2022
Registered next
May 12, 2022 to Jun 7, 2022
Branch state
AL
Cities
1, most in Fairhope, Al
Registered there that day
20 (people still on IAPD; an estimate)
Share of that headcount
35%
Succession by the destination
none on the tape