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 L•• F•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Elizabeth Branham BakerCamden, ScJul 25, 2019Jul 23, 2019
Roy Myron FakouryCamden, ScJul 25, 2019Jul 23, 2019
The rule
Registrations ended
Jul 25, 2019
Registered next
Jul 23, 2019
Branch state
SC
Cities
1, most in Camden, Sc
Registered there that day
1,408 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape