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 I•• W••••• A••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David William GotwalsSilverdale, PaAug 5, 2019Apr 25, 2019
Daniel William StephensSilverdale, PaAug 19, 2019Apr 25, 2019
Eric Vaughn LandesSilverdale, PaAug 19, 2019Apr 25, 2019
Ronald Jack JoyceSilverdale, PaAug 19, 2019Apr 25, 2019
The rule
Registrations ended
Aug 5, 2019 to Aug 19, 2019
Registered next
Apr 25, 2019
Branch state
PA
Cities
1, most in Silverdale, Pa
Registered there that day
927 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape