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 L•• F•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
John Howell SwiftIrvine, CaSep 9, 2019Oct 18, 2019
Timothy Chris BurkhartFresno, CaSep 18, 2019Sep 17, 2019
The rule
Registrations ended
Sep 9, 2019 to Sep 18, 2019
Registered next
Sep 17, 2019 to Oct 18, 2019
Branch state
CA
Cities
2, most in Irvine, Ca
Registered there that day
14,412 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape