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 B•••••••• L•• for R•• A••••••• G••••• L••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher John HansonPiedmont, SdAug 11, 2020Aug 6, 2020
Dana Gene RauschSioux Falls, SdAug 11, 2020Aug 14, 2020
Laurie Jo KetterlingSioux Falls, SdAug 11, 2020Aug 6, 2020
The rule
Registrations ended
Aug 11, 2020
Registered next
Aug 6, 2020 to Aug 14, 2020
Branch state
SD
Cities
2, most in Sioux Falls, Sd
Registered there that day
30 (people still on IAPD; an estimate)
Share of that headcount
10%
Succession by the destination
none on the tape