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 W•••• F•••• A••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
James Paul FerranteNew York, NyOct 7, 2019Oct 3, 2019
George Haven WelkerPurchase, NyOct 21, 2019Oct 23, 2019
Lynn HarnedyWhite Plains, NyOct 23, 2019Nov 12, 2019
The rule
Registrations ended
Oct 7, 2019 to Oct 23, 2019
Registered next
Oct 3, 2019 to Nov 12, 2019
Branch state
NY
Cities
3, most in New York, Ny
Registered there that day
14,409 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape