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Team lift-out

3 advisors left E••••• J•••• for L•• F•••••••• L••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Kemp Edward CunninghamMishawaka, InMar 14, 2023Mar 13, 2023
James Thomas BellushVincennes, InMar 15, 2023Mar 21, 2023
Jason Todd JacksonBedford, InMar 15, 2023Mar 14, 2023
The rule
Registrations ended
Mar 14, 2023 to Mar 15, 2023
Registered next
Mar 13, 2023 to Mar 21, 2023
Branch state
IN
Cities
3, most in Mishawaka, In
Registered there that day
18,992 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape