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 T••••• A••••••• S•••••••• I••• for D•••••••• • C•••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Elizabeth Kimberly NyeStaunton, VaJan 17, 2025Jan 17, 2025
William Frederick SowersStaunton, VaJan 17, 2025Jan 17, 2025
The rule
Registrations ended
Jan 17, 2025
Registered next
Jan 17, 2025
Branch state
VA
Cities
1, most in Staunton, Va
Registered there that day
1,856 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape