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 C••••••• P••••••• for C•••••• F•••••••• P•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Peter KrauseOverland Park, KsAug 28, 2023Apr 30, 2024
Jeffrey Scott MccullochOverland Park, KsAug 28, 2023Apr 30, 2024
The rule
Registrations ended
Aug 28, 2023
Registered next
Apr 30, 2024
Branch state
KS
Cities
1, most in Overland Park, Ks
Registered there that day
738 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape