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

3 advisors left S•••••• W••••• A••••••• L•• for R•••••••• W••••• M••••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Milton JohnsonMyrtle Beach, ScDec 20, 2024Oct 28, 2024
Jeremy Morris FingerMyrtle Beach, ScDec 20, 2024Oct 28, 2024
Paul SaundersMyrtle Beach, ScDec 20, 2024Oct 28, 2024
The rule
Registrations ended
Dec 20, 2024
Registered next
Oct 28, 2024
Branch state
SC
Cities
1, most in Myrtle Beach, Sc
Registered there that day
71 (people still on IAPD; an estimate)
Share of that headcount
4.2%
Succession by the destination
none on the tape