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Team lift-out

3 advisors left R••••• W• B•••• • C•• I••••••••• for B••••••• F• E•••••• • C••••••• I•••••••••

mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Dawn Renee MoscoeLexington, KyJul 18, 2022Jul 13, 2022
Gary Warren DetrazLexington, KyJul 18, 2022Jul 13, 2022
Margaret Marie SavageLexington, KyJul 18, 2022Jul 13, 2022
The rule
Registrations ended
Jul 18, 2022
Registered next
Jul 13, 2022
Branch state
KY
Cities
1, most in Lexington, Ky
Registered there that day
1,930 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape