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 M••••• S•••••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Ryan CulpepperCharlotte, NcOct 29, 2018Oct 26, 2018
Samuel PennellCharlotte, NcOct 29, 2018Oct 26, 2018
The rule
Registrations ended
Oct 29, 2018
Registered next
Oct 26, 2018
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
14,771 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape