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 W••••••••• for N•••••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Eric Jonathan LinserSan Luis Obispo, CaJul 15, 2016Jun 28, 2016
Richard Montgomery PatrickEl Cerrito, CaJul 15, 2016Jun 16, 2016
The rule
Registrations ended
Jul 15, 2016
Registered next
Jun 16, 2016 to Jun 28, 2016
Branch state
CA
Cities
2, most in San Luis Obispo, Ca
Registered there that day
17 (people still on IAPD; an estimate)
Share of that headcount
12%
Succession by the destination
none on the tape