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

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joshua Paul NelsonLoveland, CoMay 27, 2016May 26, 2016
Lucas Anthony CasarezGolden, CoMay 27, 2016May 26, 2016
The rule
Registrations ended
May 27, 2016
Registered next
May 26, 2016
Branch state
CO
Cities
2, most in Loveland, Co
Registered there that day
47 (people still on IAPD; an estimate)
Share of that headcount
4.3%
Succession by the destination
none on the tape