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

4 advisors left Y••••••••• P••••••• for D••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brock Benjamin BowdenSalt Lake City, UtApr 3, 2018Mar 5, 2018
Donald Cutler WiscombSalt Lake City, UtApr 3, 2018Mar 5, 2018
Laura Alice EvansSalt Lake City, UtApr 3, 2018Mar 5, 2018
Mark Stephen JohnsonSalt Lake City, UtApr 3, 2018Mar 5, 2018
The rule
Registrations ended
Apr 3, 2018
Registered next
Mar 5, 2018
Branch state
UT
Cities
1, most in Salt Lake City, Ut
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
44%
Succession by the destination
none on the tape