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 V••••••• A•••••••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jordan Paul WoodcoxScottsdale, AzNov 10, 2021Nov 8, 2021
Chandler Michael HerlScottsdale, AzNov 24, 2021Dec 15, 2021
The rule
Registrations ended
Nov 10, 2021 to Nov 24, 2021
Registered next
Nov 8, 2021 to Dec 15, 2021
Branch state
AZ
Cities
1, most in Scottsdale, Az
Registered there that day
1,532 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape