other
D.M. Kelly & Company
In PWD coverage since September 24, 2026 · 2 stories
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Advisor
Sep 23 · team liftout
Arrivals
None tracked.
Departures
David Lobriecki
Sep 24 · to Raymond James
PWD coverage
advisor_note
Ameriprise’s retention check is now a recruiting benchmark
One-time, taxed cash is now measured against equity that gets priced at the next transaction, and this quarter’s moves show advisors doing that math.