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•••••• R••••••• C•••••• for K••••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeremy Joe WalkerDallas, TxAug 16, 2021Aug 16, 2021
Thomas Matthew HubbellDallas, TxAug 16, 2021Aug 16, 2021
The rule
Registrations ended
Aug 16, 2021
Registered next
Aug 16, 2021
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
80 (people still on IAPD; an estimate)
Share of that headcount
2.5%
Succession by the destination
none on the tape