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Team lift-out

3 advisors left L••• K••• • C•••••• for B••••••• F• E•••••• • C••••••• I•••••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Jonathan FergusonClayton, MoJul 28, 2025Jul 28, 2025
Charles Anthony SaengerClayton, MoJul 28, 2025Jul 28, 2025
Robert Edwin FergusonClayton, MoJul 28, 2025Jul 28, 2025
The rule
Registrations ended
Jul 28, 2025
Registered next
Jul 28, 2025
Branch state
MO
Cities
1, most in Clayton, Mo
Registered there that day
35 (people still on IAPD; an estimate)
Share of that headcount
8.6%
Succession by the destination
none on the tape