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 H•• I••••••••• I••••••••• S••••••• I••• for G••••• R••••••••• P••••••• L••

unclassifiedtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Justin Douglas FiskAustin, TxMar 9, 2024Jul 4, 2022
Meredith Grace CoffeyAustin, TxMar 9, 2024Feb 14, 2025
The rule
Registrations ended
Mar 9, 2024
Registered next
Jul 4, 2022 to Feb 14, 2025
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape