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 L•• F•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anne Marie CurtisFort Worth, TxJul 24, 2026Jul 23, 2026
Brian CurtisFort Worth, TxJul 24, 2026Jul 23, 2026
The rule
Registrations ended
Jul 24, 2026
Registered next
Jul 23, 2026
Branch state
TX
Cities
1, most in Fort Worth, Tx
Registered there that day
23,789 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape