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 A•••••• A••••••• S••••••• for C••••• I••••••••• A••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jon Dodson HarrisHigh Point, NcAug 25, 2022Aug 22, 2022
Timothy Bryan ReidHigh Point, NcAug 25, 2022Aug 22, 2022
The rule
Registrations ended
Aug 25, 2022
Registered next
Aug 22, 2022
Branch state
NC
Cities
1, most in High Point, Nc
Registered there that day
1,872 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape