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
Lloyd Patrick HebertConroe, TxFeb 5, 2024Feb 2, 2024
Deborah Waynell AndrewsCypress, TxFeb 6, 2024Feb 1, 2024
Andrew McalisterConroe, TxFeb 7, 2024Feb 2, 2024
The rule
Registrations ended
Feb 5, 2024 to Feb 7, 2024
Registered next
Feb 1, 2024 to Feb 2, 2024
Branch state
TX
Cities
2, most in Conroe, Tx
Registered there that day
157 (people still on IAPD; an estimate)
Share of that headcount
1.9%
Succession by the destination
none on the tape