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 T•••• S••••••••• for E••••••••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Lynn CannonLubbock, TxMay 25, 2023Jun 5, 2023
Michael Loryn RossLubbock, TxMay 25, 2023Jun 8, 2023
The rule
Registrations ended
May 25, 2023
Registered next
Jun 5, 2023 to Jun 8, 2023
Branch state
TX
Cities
1, most in Lubbock, Tx
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
22%
Succession by the destination
none on the tape