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 U••• B•••••• I••••••••• I••• for W•••••• • R•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Melissa Lynn PenningtonMiamisburg, OhApr 2, 2015Mar 31, 2015
Timothy Patrick ReeseCenterville, OhApr 2, 2015Mar 31, 2015
The rule
Registrations ended
Apr 2, 2015
Registered next
Mar 31, 2015
Branch state
OH
Cities
2, most in Centerville, Oh
Registered there that day
546 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape