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 L••••• C•••••• A•••••••• L•• for I•• A•••••••• L••

unclassifiedtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Nelson KirklandAtlanta, GaJul 9, 2015Nov 19, 2013
Kevin Lawrence KellyAtlanta, GaJul 9, 2015Nov 4, 2013
The rule
Registrations ended
Jul 9, 2015
Registered next
Nov 4, 2013 to Nov 19, 2013
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
a succession within a year (Dec 15, 2014), not necessarily this firm