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Team lift-out

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

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Allison F GrierRock Hill, ScAug 12, 2026Aug 12, 2026
John Alexander BlackRock Hill, ScAug 12, 2026Aug 12, 2026
Morgan Elizabeth HinchenRock Hill, ScAug 12, 2026Aug 12, 2026
The rule
Registrations ended
Aug 12, 2026
Registered next
Aug 12, 2026
Branch state
SC
Cities
1, most in Rock Hill, Sc
Registered there that day
308 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape