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 I••••••••• C•••••• M••••••••• for S•••••••• F••••••••• I•••

unclassifiedtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Tina Marie MontoyaTorrance, CaNov 13, 2019Apr 18, 2017
William Robert FarrajIrvine, CaNov 13, 2019Apr 19, 2017
The rule
Registrations ended
Nov 13, 2019
Registered next
Apr 18, 2017 to Apr 19, 2017
Branch state
CA
Cities
2, most in Irvine, Ca
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
22%
Succession by the destination
none on the tape