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Firm absorbed

4 advisors left S••••••••• P••••••• L•• for D••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Carina Shipotofsky DiamondAkron, OhNov 1, 2019Jul 16, 2019
David TaucherAkron, OhNov 1, 2019Jul 16, 2019
Patrick Gavin HahnAkron, OhNov 1, 2019Jul 16, 2019
Peter Nickel AugustinAkron, OhNov 1, 2019Jul 16, 2019
The rule
Registrations ended
Nov 1, 2019
Registered next
Jul 16, 2019
Branch state
OH
Cities
1, most in Akron, Oh
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape