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

5 advisors left O• I••••••••• M••••••••• C• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Debra Ann NelsonChesterfield, MoAug 1, 2024Aug 1, 2024
Jeffery Joseph SeeburgerChesterfield, MoAug 1, 2024Aug 1, 2024
Michael Scott WollenbergChesterfield, MoAug 1, 2024Aug 1, 2024
Ross Michael PfeiferChesterfield, MoAug 1, 2024Aug 1, 2024
Thomas Gilbert SullivanSt Louis, MoAug 1, 2024Aug 1, 2024
The rule
Registrations ended
Aug 1, 2024
Registered next
Aug 1, 2024
Branch state
MO
Cities
2, most in Chesterfield, Mo
Registered there that day
199 (people still on IAPD; an estimate)
Share of that headcount
2.5%
Succession by the destination
none on the tape