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

3 advisors left F••••• W••••• P••••••• for E•••••••• A•••••••

unclassifiedtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Justin Jeffrey SheikMatthews, NcSep 28, 2016Feb 10, 2016
Nathan Aaron FulksMatthews, NcSep 28, 2016Jun 14, 2016
Thomas Edward DundorfMatthews, NcSep 28, 2016Feb 10, 2016
The rule
Registrations ended
Sep 28, 2016
Registered next
Feb 10, 2016 to Jun 14, 2016
Branch state
NC
Cities
1, most in Matthews, Nc
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape