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 M•••••• W••••• M••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

unclassifiedtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Heather Rose NicholasSan Diego, CaDec 31, 2024Oct 6, 2025
William Benjamin CorderSan Diego, CaDec 31, 2024Oct 6, 2025
The rule
Registrations ended
Dec 31, 2024
Registered next
Oct 6, 2025
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape