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 S••••• A••••••• I••• for C•••••••• I••••••••• R••••••• A•••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Robert Charles MrozekBirmingham, AlJul 12, 2016Jul 1, 2016
Stephen Douglas LucasBirmingham, AlJul 12, 2016Jul 1, 2016
The rule
Registrations ended
Jul 12, 2016
Registered next
Jul 1, 2016
Branch state
AL
Cities
1, most in Birmingham, Al
Registered there that day
180 (people still on IAPD; an estimate)
Share of that headcount
1.1%
Succession by the destination
none on the tape