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

2 advisors left P••••••• F•••••••• A•••••••• L•• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew Mark PaladiniIrving, TxOct 25, 2024Oct 16, 2024
Nathan Taylor HillArlington, TxOct 25, 2024Oct 16, 2024
The rule
Registrations ended
Oct 25, 2024
Registered next
Oct 16, 2024
Branch state
TX
Cities
2, most in Irving, Tx
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape