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Team lift-out

12 advisors left C••••• S••••• A•••••••• I••• for A•••• W••••• A•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Cameron Peter NatourKnoxville, TnJun 13, 2023Jan 16, 2025
Christian Alexander BullaNashville, TnJun 13, 2023Jan 24, 2022
David Lee RobertsNashville, TnJun 13, 2023Apr 20, 2023
Kelsey Andrea NarishNashville, TnJun 13, 2023Mar 31, 2023
Matthew David CanterNashville, TnJun 13, 2023Mar 31, 2023
Rachel Joy BakerKnoxville, TnJun 13, 2023Aug 1, 2023
Richard Scott TobanNashville, TnJun 13, 2023Mar 31, 2023
Michael Martin MirichNashville, TnJun 22, 2023Mar 31, 2023
Amy White WidenerNashville, TnJun 27, 2023Jun 27, 2023
Billy James AycockNashville, TnJun 27, 2023Mar 10, 2021
The rule
Registrations ended
Jun 13, 2023 to Jun 27, 2023
Registered next
Mar 10, 2021 to Jan 16, 2025
Branch state
TN
Cities
2, most in Nashville, Tn
Registered there that day
36 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape
Other teams out of C••••• S••••• A•••••••• I•••Other teams into A•••• W••••• A•••••••• L••