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 F•••••••• A••••••• S•••••••• L•• for K••••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander CastroPhoenix, AzJun 6, 2019Jun 7, 2019
Konstantina CastroPhoenix, AzJun 6, 2019Jun 6, 2019
Kile Conley WeaverPhoenix, AzJun 7, 2019Jun 6, 2019
The rule
Registrations ended
Jun 6, 2019 to Jun 7, 2019
Registered next
Jun 6, 2019 to Jun 7, 2019
Branch state
AZ
Cities
1, most in Phoenix, Az
Registered there that day
321 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
a succession within a year (Jun 26, 2019), not necessarily this firm