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 K••••• A••••••• S•••••••• L•• for W••••••••• R••••••••• A•••••••

BD affiliatedtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Judd David BerubeBethesda, MdMar 28, 2024Apr 10, 2024
Raymond Nelson CorneauBethesda, MdMar 28, 2024Apr 11, 2024
Sarah Jamie HodianBethesda, MdMar 28, 2024Apr 8, 2024
The rule
Registrations ended
Mar 28, 2024
Registered next
Apr 8, 2024 to Apr 11, 2024
Branch state
MD
Cities
1, most in Bethesda, Md
Registered there that day
1,163 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape