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.

Firm absorbed

3 advisors left S•••• C•••••• M••••••••• I•• for M•• C•••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jay Kelly WhiteLittle Rock, ArDec 15, 2020Jan 4, 2021
Matthew Ross ChaffinLittle Rock, ArDec 15, 2020Jan 4, 2021
Stephen Ward ChaffinLittle Rock, ArDec 15, 2020Jan 4, 2021
The rule
Registrations ended
Dec 15, 2020
Registered next
Jan 4, 2021
Branch state
AR
Cities
1, most in Little Rock, Ar
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape