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RIA Intelligence

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Team lift-out

4 advisors left W•••• F•••• A••••••• for A•••••• W••••• M••••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Charles HechtIndianapolis, InAug 23, 2021Aug 26, 2021
Donald Matthew PhelanIndianapolis, InAug 23, 2021Aug 26, 2021
Jeanette Leann MccormickIndianapolis, InAug 23, 2021Aug 26, 2021
Joseph Richard WilliamsonIndianapolis, InAug 25, 2021Aug 18, 2021
The rule
Registrations ended
Aug 23, 2021 to Aug 25, 2021
Registered next
Aug 18, 2021 to Aug 26, 2021
Branch state
IN
Cities
1, most in Indianapolis, In
Registered there that day
14,146 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into A•••••• W••••• M••••••••• L••