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•••••••• I••••••••• R••••••• A•••••••• I••• for W••••• S••••• W••••• A•••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Blake Matthew Charles StreetOrange, CaMar 11, 2015Feb 27, 2015
Len Chris HansonOrange, CaMar 24, 2015Feb 27, 2015
The rule
Registrations ended
Mar 11, 2015 to Mar 24, 2015
Registered next
Feb 27, 2015
Branch state
CA
Cities
1, most in Orange, Ca
Registered there that day
1,523 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape