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 R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Peter SchefflerSt Louis, MoAug 8, 2022Aug 18, 2022
Gretchen Lee ZigmanSt Louis, MoAug 9, 2022Aug 9, 2022
The rule
Registrations ended
Aug 8, 2022 to Aug 9, 2022
Registered next
Aug 9, 2022 to Aug 18, 2022
Branch state
MO
Cities
1, most in St Louis, Mo
Registered there that day
14,002 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape