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Team lift-out

2 advisors left U•• F•••••••• S••••••• I••• for K••••• P•••••• W••••• S•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Shea MarmionColumbus, OhApr 7, 2025Mar 27, 2025
John Malachy MarmionDublin,, OhApr 15, 2025Mar 27, 2025
The rule
Registrations ended
Apr 7, 2025 to Apr 15, 2025
Registered next
Mar 27, 2025
Branch state
OH
Cities
2, most in Columbus, Oh
Registered there that day
9,129 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape