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.

Firm absorbed

3 advisors left G••••••• C•••••• A•••••••• L•• for G••••• A•••• M••••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon Duke FentressRaleigh, NcDec 2, 2015Dec 2, 2015
Jeffrey David LinkRaleigh, NcDec 2, 2015Dec 2, 2015
Michael Jay HensleyRaleigh, NcDec 2, 2015Dec 2, 2015
The rule
Registrations ended
Dec 2, 2015
Registered next
Dec 2, 2015
Branch state
NC
Cities
1, most in Raleigh, Nc
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
a succession within a year (Dec 2, 2015), not necessarily this firm