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••••••• F•••••••• S•••••••• I••• for O•••• W•••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Malcolm Macdonald ThomasBoston, MaDec 28, 2015Feb 6, 2026
Liam Jared House-MyersBoston, MaJan 7, 2016Nov 2, 2018
The rule
Registrations ended
Dec 28, 2015 to Jan 7, 2016
Registered next
Nov 2, 2018 to Feb 6, 2026
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
31 (people still on IAPD; an estimate)
Share of that headcount
6.5%
Succession by the destination
none on the tape