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 D••••••• • G•••••• I•• for C•••••••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Lewis Lamont ThomasLynchburg, VaDec 31, 2017Jan 12, 2018
Marcus Paul BorelLynchburg, VaDec 31, 2017Jan 12, 2018
The rule
Registrations ended
Dec 31, 2017
Registered next
Jan 12, 2018
Branch state
VA
Cities
1, most in Lynchburg, Va
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape