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 S••••••••• A•••••••• L•• for N••••••• W••••• M••••••••• L••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
James M. BurnettBirmingham, AlJan 31, 2022Dec 17, 2021
Reuben Frank StewartBirmingham, AlJan 31, 2022Dec 17, 2021
Steven Hansen LindBirmingham, AlJan 31, 2022Dec 17, 2021
The rule
Registrations ended
Jan 31, 2022
Registered next
Dec 17, 2021
Branch state
AL
Cities
1, most in Birmingham, Al
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape