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 S••••••• F•••••••• S•••••••• I••• for O••••••••• S••••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Herter EkstromCharlotte, NcNov 4, 2015Dec 1, 2015
Ryan Bertrand SchachtnerCharlotte, NcNov 6, 2015Nov 25, 2015
The rule
Registrations ended
Nov 4, 2015 to Nov 6, 2015
Registered next
Nov 25, 2015 to Dec 1, 2015
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
713 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape