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Team lift-out

2 advisors left J••••• H•••••••• W••• L••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Savannah Brooke MartinLexington, KySep 26, 2018Sep 25, 2018
Sherry Denise HolleyLexington, KySep 26, 2018Sep 25, 2018
The rule
Registrations ended
Sep 26, 2018
Registered next
Sep 25, 2018
Branch state
KY
Cities
1, most in Lexington, Ky
Registered there that day
388 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape