The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

3 advisors left C••••• A••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jessica Ann MusshafenEdmond, OkNov 25, 2022Nov 25, 2022
Bryndon Lee ManzerStillwater, OkNov 28, 2022Sep 10, 2024
Jason Brian StewartEdmond, OkNov 28, 2022Nov 25, 2022
The rule
Registrations ended
Nov 25, 2022 to Nov 28, 2022
Registered next
Nov 25, 2022 to Sep 10, 2024
Branch state
OK
Cities
2, most in Edmond, Ok
Registered there that day
181 (people still on IAPD; an estimate)
Share of that headcount
1.7%
Succession by the destination
none on the tape