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 A••••• A•• P••••••• S••••••• for V••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Keisha Denice McgowensConcord, NcFeb 27, 2025Mar 25, 2025
Jamin Larry WatsonCharlotte, NcMar 5, 2025Mar 24, 2025
The rule
Registrations ended
Feb 27, 2025 to Mar 5, 2025
Registered next
Mar 24, 2025 to Mar 25, 2025
Branch state
NC
Cities
2, most in Concord, Nc
Registered there that day
1,423 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape