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 C••••• A•••••• N••••••• L•• for K••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Danny YoungDouglas, GaAug 22, 2022Aug 22, 2022
Bobby Ray SharpAdel, GaAug 23, 2022Aug 23, 2022
Daniel Allen MorrisAdel, GaAug 23, 2022Aug 23, 2022
Matthew Ryan ThomasAdel, GaAug 24, 2022Aug 23, 2022
The rule
Registrations ended
Aug 22, 2022 to Aug 23, 2022
Registered next
Aug 22, 2022 to Aug 23, 2022
Branch state
GA
Cities
1, most in Adel, Ga
Registered there that day
475 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape