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 S•• for O•••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Ike J KutterEnglewood, CoNov 10, 2023Nov 13, 2023
Samuel Lewis KeckEnglewood, CoNov 10, 2023Nov 10, 2023
The rule
Registrations ended
Nov 10, 2023
Registered next
Nov 10, 2023 to Nov 13, 2023
Branch state
CO
Cities
1, most in Englewood, Co
Registered there that day
443 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape