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Firm absorbed

3 advisors left T••••••• W••••• for G••••••••• W••••• L••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
James Eric HutchbyMooresville, NcDec 31, 2020Nov 23, 2020
Jennifer Nichole SmithMooresville, NcDec 31, 2020Nov 23, 2020
Peter Madison WaltonMooresville, NcDec 31, 2020Nov 23, 2020
The rule
Registrations ended
Dec 31, 2020
Registered next
Nov 23, 2020
Branch state
NC
Cities
1, most in Mooresville, Nc
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape