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

4 advisors left K••••• A••••••• S•••••••• L•• for A••••••• W••••• A•••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Blake Donald FloydAustin, TxJun 29, 2023Jul 20, 2023
Derek Alexander RuizAustin, TxJun 29, 2023Jun 28, 2023
Matthew Thomas JonesAustin, TxJun 29, 2023Jun 28, 2023
Stephen Michael NelsonAustin, TxJun 29, 2023Jul 19, 2023
The rule
Registrations ended
Jun 29, 2023
Registered next
Jun 28, 2023 to Jul 20, 2023
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
1,142 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape