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 P•••••••• S••••••••• I••• for T•• A•••••••• G••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dustin David CarrDenver, CoNov 9, 2021Nov 3, 2021
Stephanie Kristine CarrDenver, CoNov 9, 2021Nov 3, 2021
Tad Michael LyleDenver, CoNov 9, 2021Nov 3, 2021
The rule
Registrations ended
Nov 9, 2021
Registered next
Nov 3, 2021
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
1,085 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape