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Team lift-out

2 advisors left E••••••••• P•••••••• L•• for N•••••• A•••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Edward C G TyreeWinchester, TnNov 1, 2023Nov 1, 2023
Michael Walter KreimerWinchester, TnNov 1, 2023Nov 1, 2023
The rule
Registrations ended
Nov 1, 2023
Registered next
Nov 1, 2023
Branch state
TN
Cities
1, most in Winchester, Tn
Registered there that day
17 (people still on IAPD; an estimate)
Share of that headcount
12%
Succession by the destination
none on the tape