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 C•••••• C•••• P••••••• for S•••••• A•••••••• L•••

asset managertoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
William Kane EnszerAustin, TxMar 1, 2021Jun 24, 2010
William Robinson WagnerAustin, TxMar 1, 2021May 13, 2013
The rule
Registrations ended
Mar 1, 2021
Registered next
Jun 24, 2010 to May 13, 2013
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape