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 L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
James Arthur BakerAustin, TxNov 30, 2020Dec 4, 2020
Joshua Paul RenfroRound Rock, TxNov 30, 2020Nov 30, 2020
Laura Michelle CooperRound Rock, TxNov 30, 2020Nov 30, 2020
William Holden FoxAustin, TxNov 30, 2020Nov 30, 2020
Leilani Lyn ShorttAustin, TxDec 1, 2020Nov 30, 2020
William Frederick FoxRound Rock, TxDec 8, 2020Dec 14, 2020
The rule
Registrations ended
Nov 30, 2020 to Dec 8, 2020
Registered next
Nov 30, 2020 to Dec 14, 2020
Branch state
TX
Cities
2, most in Round Rock, Tx
Registered there that day
2,285 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape