The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

4 advisors left O••••••••• S••••••••• I••• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Elijah N BuschKnox, PaSep 23, 2025Sep 12, 2025
Joseph D ShieldsSeneca, PaSep 23, 2025Sep 15, 2025
Mariah Lynn MagnessSeneca, PaSep 23, 2025Sep 15, 2025
The rule
Registrations ended
Sep 23, 2025
Registered next
Sep 12, 2025 to Sep 15, 2025
Branch state
PA
Cities
1, most in Seneca, Pa
Registered there that day
313 (people still on IAPD; an estimate)
Share of that headcount
1.3%
Succession by the destination
none on the tape