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 K••••• A••••••• S•••••••• L•• for C••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Rachel Byer BarkerBoston, MaFeb 28, 2023Feb 28, 2023
William BradfordBoston, MaFeb 28, 2023Feb 28, 2023
The rule
Registrations ended
Feb 28, 2023
Registered next
Feb 28, 2023
Branch state
MA
Cities
2, most in South Boston, Ma
Registered there that day
1,129 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape