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•••••••• G••••• L••• for C•••••• W••••• M•••••••••

unclassifiedtostate registeredOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Karen Alford ParrocoLouisville, KyJul 24, 2017Jan 6, 2025
Steven Madison AldridgeLouisville, KyJul 24, 2017Feb 17, 2023
The rule
Registrations ended
Jul 24, 2017
Registered next
Feb 17, 2023 to Jan 6, 2025
Branch state
KY
Cities
1, most in Louisville, Ky
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape