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Team lift-out

2 advisors left N••• F•••••••• G••••• I••• for C••••• I••••••••• A••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Damon Eric Ladd-ThomasJohns Creek, GaOct 23, 2024Oct 21, 2024
Stephen Carl KoehlerJohns Creek, GaOct 23, 2024Oct 23, 2024
The rule
Registrations ended
Oct 23, 2024
Registered next
Oct 21, 2024 to Oct 23, 2024
Branch state
GA
Cities
1, most in Johns Creek, Ga
Registered there that day
289 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape