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Team lift-out

2 advisors left O•••• F•• I••• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew Robert MiddletonFort Wayne, InJan 8, 2025Jan 6, 2025
Lucas Frederick SalernoFort Wayne, InJan 9, 2025Jan 6, 2025
The rule
Registrations ended
Jan 8, 2025 to Jan 9, 2025
Registered next
Jan 6, 2025
Branch state
IN
Cities
1, most in Fort Wayne, In
Registered there that day
912 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape