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Team lift-out

3 advisors left E•••••• C•••••• M••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Korin J. YeagerArlington, VaMar 24, 2023May 12, 2023
David F. BlackburnArlington, VaApr 4, 2023May 11, 2023
Dave M. MalhotraArlington, VaApr 17, 2023Apr 17, 2024
The rule
Registrations ended
Mar 24, 2023 to Apr 17, 2023
Registered next
May 11, 2023 to Apr 17, 2024
Branch state
VA
Cities
1, most in Arlington, Va
Registered there that day
644 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape