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Team lift-out

4 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
August Matthew GolinskiOrange Village, OhAug 20, 2024Aug 20, 2024
Michael Anthony NormanWestlake, OhAug 20, 2024Aug 20, 2024
Joel Judson JensenOrange Village, OhAug 28, 2024Aug 20, 2024
Christian Eby LaverColumbus, OhSep 5, 2024Sep 3, 2024
The rule
Registrations ended
Aug 20, 2024 to Sep 5, 2024
Registered next
Aug 20, 2024 to Sep 3, 2024
Branch state
OH
Cities
3, most in Orange Village, Oh
Registered there that day
959 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape