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 W•• P•••••••• L•• for B••••••••• P•••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Abigail Caso HolmesTowson, MdNov 26, 2019Nov 12, 2019
Pace Roy KessenichTowson, MdNov 26, 2019Nov 12, 2019
The rule
Registrations ended
Nov 26, 2019
Registered next
Nov 12, 2019
Branch state
MD
Cities
1, most in Towson, Md
Registered there that day
17 (people still on IAPD; an estimate)
Share of that headcount
12%
Succession by the destination
none on the tape