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 W•••• F•••• A••••••• for C•••••• I••••••••• A••••••• S•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Stephen Matthew MckenzieSt Louis, MoJun 7, 2021Jul 29, 2021
William Hoyt RogersSt Louis, MoJun 7, 2021Jun 21, 2022
The rule
Registrations ended
Jun 7, 2021
Registered next
Jul 29, 2021 to Jun 21, 2022
Branch state
MO
Cities
1, most in St Louis, Mo
Registered there that day
14,117 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape