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 L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Terrell Wallace BradleyAlpharetta, GaSep 17, 2025Sep 17, 2025
William Justin FlowersAlpharetta, GaSep 17, 2025Sep 18, 2025
The rule
Registrations ended
Sep 17, 2025
Registered next
Sep 17, 2025 to Sep 18, 2025
Branch state
GA
Cities
2, most in Lilburn, Ga
Registered there that day
1,893 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape