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 L•• F•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Rafael Andres MenierEl Paso, TxSep 22, 2022Sep 19, 2022
Nathan HarshFort Worth, TxOct 4, 2022Sep 30, 2022
Joe Mark AbbottMidland, TxOct 18, 2022Dec 9, 2022
The rule
Registrations ended
Sep 22, 2022 to Oct 18, 2022
Registered next
Sep 19, 2022 to Dec 9, 2022
Branch state
TX
Cities
3, most in El Paso, Tx
Registered there that day
13,899 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape