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

9 advisors left C••••• A•••••• N••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Fonda Moore CoffeyLexington, VaAug 27, 2021Aug 26, 2021
George Simmons WoottenLynchburg, VaAug 27, 2021Aug 26, 2021
Jordan Scott SerenoDaleville, VaAug 27, 2021Aug 26, 2021
William West ThompsonRoanoke, VaAug 27, 2021Aug 26, 2021
Andrew Thomas SchenkerRoanoke, VaAug 30, 2021Aug 30, 2021
Michael Paul BlanchardRoanoke, VaAug 30, 2021Aug 26, 2021
Tiffany Renee RawlingLynchburg, VaAug 30, 2021Aug 26, 2021
Jaret Clinton MutterRoanoke, VaAug 31, 2021Aug 30, 2021
Tim Xuan HaRoanoke, VaAug 31, 2021Aug 31, 2021
The rule
Registrations ended
Aug 27, 2021 to Aug 31, 2021
Registered next
Aug 26, 2021 to Aug 31, 2021
Branch state
VA
Cities
4, most in Roanoke, Va
Registered there that day
538 (people still on IAPD; an estimate)
Share of that headcount
1.7%
Succession by the destination
none on the tape