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

3 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christina McconnellDavidson, NcAug 14, 2024Aug 8, 2024
Jerathen Levon TillmanDavidson, NcAug 14, 2024Aug 8, 2024
Laura LongDavidson, NcAug 14, 2024Aug 8, 2024
The rule
Registrations ended
Aug 14, 2024
Registered next
Aug 8, 2024
Branch state
NC
Cities
1, most in Davidson, Nc
Registered there that day
2,906 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape