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RIA Intelligence

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Team lift-out

3 advisors left R•••••• J•••• • A••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron Joseph JurgensmeyerRogers, ArAug 10, 2018Aug 10, 2018
Randy Scott KoontzFort Smith, ArAug 10, 2018Aug 10, 2018
Scott Henry ShepherdFort Smith, ArAug 10, 2018Aug 10, 2018
The rule
Registrations ended
Aug 10, 2018
Registered next
Aug 10, 2018
Branch state
AR
Cities
2, most in Fort Smith, Ar
Registered there that day
3,187 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• • A••••••••• I•••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••