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

2 advisors left M•• I•••••••• S•••••••• L•• for J••••• C•••••• M••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Stephen Michael SalingerNewtown Square, PaSep 21, 2022Sep 23, 2022
Kathleen A JohnsonNewtown Square, PaSep 26, 2022Sep 19, 2022
The rule
Registrations ended
Sep 21, 2022 to Sep 26, 2022
Registered next
Sep 19, 2022 to Sep 23, 2022
Branch state
PA
Cities
1, most in Newtown Square, Pa
Registered there that day
4,134 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape