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 E••••• J•••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Nicholas Scott LewisSitka, AkJun 16, 2026Jun 15, 2026
Kimberly Anne RiceSitka, AkJun 17, 2026Jun 15, 2026
The rule
Registrations ended
Jun 16, 2026 to Jun 17, 2026
Registered next
Jun 15, 2026
Branch state
AK
Cities
1, most in Sitka, Ak
Registered there that day
23,624 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape