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

3 advisors left U••••••••• W••••• M••••••••• L•• for A•••• V•••• W••••• M••••••••• L••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Josephine J BojangRockville, MdApr 15, 2025Apr 8, 2025
Momodou L. BojangPoolesville, MdApr 15, 2025Apr 8, 2025
Tony NguyRockville, MdApr 15, 2025Jul 18, 2025
The rule
Registrations ended
Apr 15, 2025
Registered next
Apr 8, 2025 to Jul 18, 2025
Branch state
MD
Cities
2, most in Rockville, Md
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
20%
Succession by the destination
none on the tape