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.

Firm absorbed

3 advisors left F••••• F•••••••• G••••• I••• for A•••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Breanna Renee BeckColumbus, OhMay 7, 2024May 31, 2024
Justin Steven SeidenwandColumbus, OhMay 7, 2024May 31, 2024
Kevin Thomas FixColumbus, OhMay 7, 2024May 8, 2024
The rule
Registrations ended
May 7, 2024
Registered next
May 8, 2024 to May 31, 2024
Branch state
OH
Cities
1, most in Columbus, Oh
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape