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 A••••• A•• P••••••• S••••••• for R•••••• W•••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Thomas Christopher MassieFairfax, VaMar 3, 2021Apr 2, 2021
Jessica Lauren DollFairfax, VaMar 4, 2021Apr 2, 2021
Mitchell Mccoy FalterFairfax, VaMar 4, 2021Apr 2, 2021
The rule
Registrations ended
Mar 3, 2021 to Mar 4, 2021
Registered next
Apr 2, 2021
Branch state
VA
Cities
1, most in Fairfax, Va
Registered there that day
991 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape