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

3 advisors left Q•••••• A•••• M••••••••• I••• for S•••••••• F••••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Susan Kay JuricaHouston, TxMay 26, 2016May 23, 2016
Helen Lehmann ThorntonConroe, TxJun 6, 2016May 16, 2016
Robert David ScottHouston, TxJun 6, 2016May 6, 2016
The rule
Registrations ended
May 26, 2016 to Jun 6, 2016
Registered next
May 6, 2016 to May 23, 2016
Branch state
TX
Cities
2, most in Houston, Tx
Registered there that day
309 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape