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Team lift-out

2 advisors left J••••• H•••••••• W••• L••••• L•• for B••• S••••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
David Philip KirbyCharleston, WvSep 5, 2018Aug 31, 2018
Matthew Alan HaleCharleston, WvSep 5, 2018Aug 31, 2018
The rule
Registrations ended
Sep 5, 2018
Registered next
Aug 31, 2018
Branch state
WV
Cities
1, most in Charleston, Wv
Registered there that day
387 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape