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 U••• C•••••• W••••• A•••••••• L•• for U••• A•••• M••••••••• L••

BD affiliatedtoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christian Chance BaumanAustin, TxJul 21, 2026Nov 3, 2022
David Michael KingAustin, TxJul 21, 2026Oct 26, 2023
The rule
Registrations ended
Jul 21, 2026
Registered next
Nov 3, 2022 to Oct 26, 2023
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
81 (people still on IAPD; an estimate)
Share of that headcount
2.5%
Succession by the destination
none on the tape