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•••• F•••• A••••••• for A•••••• W••••• S••••••••• L•••••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Erin Marie KinneyOmaha, NeOct 29, 2018Oct 2, 2018
Andrew Jay ArkfeldOmaha, NeNov 5, 2018Oct 4, 2018
The rule
Registrations ended
Oct 29, 2018 to Nov 5, 2018
Registered next
Oct 2, 2018 to Oct 4, 2018
Branch state
NE
Cities
1, most in Omaha, Ne
Registered there that day
1,337 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape