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Team lift-out

5 advisors left H••••••••• G•••• E••••• • R••••••••• S••••••••• for I•• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Danette West StarksColumbus, MsApr 7, 2024Jan 1, 2025
Ernest Martin BlackburnColumbus, MsApr 7, 2024Apr 1, 2024
Morgan Bain NickelsHouston, MsApr 7, 2024Apr 1, 2024
Suzette Burns BatesColumbus, MsApr 7, 2024Apr 9, 2024
Tracey Dexter BryanColumbus, MsApr 7, 2024Apr 1, 2024
The rule
Registrations ended
Apr 7, 2024
Registered next
Apr 1, 2024 to Jan 1, 2025
Branch state
MS
Cities
2, most in Columbus, Ms
Registered there that day
35 (people still on IAPD; an estimate)
Share of that headcount
14%
Succession by the destination
none on the tape