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 T•••• C•••••• for C•••••• C•••••• M••••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Burton James WillinghamHouston, TxMar 29, 2018May 24, 2018
Frank Mcreynolds WozencraftHouston, TxMar 29, 2018Aug 17, 2018
The rule
Registrations ended
Mar 29, 2018
Registered next
May 24, 2018 to Aug 17, 2018
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape