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

6 advisors left C••••• I••••••••• A••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alfredo GarzaSan Antonio, TxNov 10, 2015Nov 19, 2015
Brad Jason FeldmanSan Antonio, TxNov 10, 2015Dec 7, 2015
Jaroy Kent MulkeySan Antonio, TxNov 10, 2015Nov 19, 2015
John Joseph DallahanSan Antonio, TxNov 10, 2015Nov 19, 2015
Monique Michelle CassidySan Antonio, TxNov 10, 2015Nov 19, 2015
Susanne SernaSan Antonio, TxNov 10, 2015Nov 19, 2015
The rule
Registrations ended
Nov 10, 2015
Registered next
Nov 19, 2015 to Dec 7, 2015
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
1,217 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape