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 B•• P•••••••• I••• for D•• A•••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Darrell Martin MitchellCedar Rapids, IaJul 3, 2023Jun 6, 2023
Joel Terrell HaysCedar Rapids, IaJul 3, 2023Jun 6, 2023
The rule
Registrations ended
Jul 3, 2023
Registered next
Jun 6, 2023
Branch state
IA
Cities
1, most in Cedar Rapids, Ia
Registered there that day
163 (people still on IAPD; an estimate)
Share of that headcount
1.2%
Succession by the destination
none on the tape