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 A••••••• A••••• L•• for A• W••••• M••••••••• L••

mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Derek Randall BostianHickory, NcOct 20, 2021Oct 19, 2021
Jason RindskopfHuntersville, NcOct 20, 2021Oct 20, 2021
The rule
Registrations ended
Oct 20, 2021
Registered next
Oct 19, 2021 to Oct 20, 2021
Branch state
NC
Cities
2, most in Hickory, Nc
Registered there that day
29 (people still on IAPD; an estimate)
Share of that headcount
6.9%
Succession by the destination
none on the tape