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• W••••• M••••••••• L•• for T•• L••• W••••• G••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander TriskaTopeka, KsMay 1, 2025Nov 20, 2024
Brian YoungsTopeka, KsMay 1, 2025Nov 20, 2024
Shane SpenceTopeka, KsMay 1, 2025Dec 16, 2024
The rule
Registrations ended
May 1, 2025
Registered next
Nov 20, 2024 to Dec 16, 2024
Branch state
KS
Cities
1, most in Topeka, Ks
Registered there that day
418 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape