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 T••••• A••••••• S•••••••• I•••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Sarah CroninMarietta, GaNov 23, 2022Dec 5, 2022
Liang-Yu Chen TaylorBuford, GaDec 7, 2022Mar 10, 2023
The rule
Registrations ended
Nov 23, 2022 to Dec 7, 2022
Registered next
Dec 5, 2022 to Mar 10, 2023
Branch state
GA
Cities
2, most in Marietta, Ga
Registered there that day
13,852 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape