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Team lift-out

2 advisors left M•••••• A••••••• S•••••••• L•• for R••••••••• P••••••• S••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
John Carroll HutchinsLouisville, KyApr 29, 2021Mar 1, 2021
Michael Jerome EllisonLouisville, KyApr 29, 2021Mar 1, 2021
The rule
Registrations ended
Apr 29, 2021
Registered next
Mar 1, 2021
Branch state
KY
Cities
1, most in Louisville, Ky
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
29%
Succession by the destination
none on the tape