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 N••••••••• M••••• I••••••••• S••••••••• for S••••••••• A•••••• A•••••••• I•••

no RAUMtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Greg Shane LavinBeaver Dam, WiAug 16, 2018Aug 16, 2018
Kristen Dawn MassieFond Du Lac, WiAug 17, 2018Aug 16, 2018
The rule
Registrations ended
Aug 16, 2018 to Aug 17, 2018
Registered next
Aug 16, 2018
Branch state
WI
Cities
2, most in Beaver Dam, Wi
Registered there that day
1,601 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape