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Team lift-out

6 advisors left O•••• F•• I••• for T•• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Chad Quevedo ParillaFort Wayne, InMay 8, 2024Jan 9, 2026
Janet Lynn MooneyFort Wayne, InMay 8, 2024Jan 5, 2026
John Christian FinkFort Wayne, InMay 8, 2024Jan 27, 2026
Patrick HoffmanFort Wayne, InMay 8, 2024Jan 6, 2026
Wilfred Clay HaseltonFort Wayne, InMay 8, 2024Jan 21, 2026
The rule
Registrations ended
May 8, 2024
Registered next
Jan 5, 2026 to Jan 27, 2026
Branch state
IN
Cities
1, most in Fort Wayne, In
Registered there that day
1,027 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape