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••••• I••••••••• A••••••• L•• for M•• I•••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Karilyn Port MeekerMidlothian, VaNov 1, 2023Nov 14, 2023
Steven Kyle SykesNewport News, VaNov 2, 2023Jan 5, 2024
The rule
Registrations ended
Nov 1, 2023 to Nov 2, 2023
Registered next
Nov 14, 2023 to Jan 5, 2024
Branch state
VA
Cities
2, most in Midlothian, Va
Registered there that day
6,025 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape