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.

Firm absorbed

6 advisors left T•• S•••• F•••••••• G•••• for C••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Connie Perrin LieuxBaton Rouge, LaMay 11, 2023Mar 13, 2023
Corey Paul LuckettBaton Rouge, LaMay 11, 2023Mar 13, 2023
Craig Andrew KliebertBaton Rouge, LaMay 11, 2023Mar 13, 2023
Erin Sigur SibleyBaton Rouge, LaMay 11, 2023Mar 13, 2023
Shawna Marie GoodlyBaton Rouge, LaMay 11, 2023Mar 13, 2023
Zainab Murtaza GandhiBaton Rouge, LaMay 11, 2023Mar 13, 2023
The rule
Registrations ended
May 11, 2023
Registered next
Mar 13, 2023
Branch state
LA
Cities
1, most in Baton Rouge, La
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape