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 L••• S••••• A••••••• for I••••••••• C•••••• M••••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Hunter William SteadleyPortsmouth, NhFeb 20, 2025May 27, 2025
James Patrick MachinchickPortsmouth, NhFeb 20, 2025May 30, 2025
Samuel Gordon StantonPortsmouth, NhFeb 20, 2025Jul 11, 2025
The rule
Registrations ended
Feb 20, 2025
Registered next
May 27, 2025 to Jul 11, 2025
Branch state
NH
Cities
1, most in Portsmouth, Nh
Registered there that day
20 (people still on IAPD; an estimate)
Share of that headcount
15%
Succession by the destination
none on the tape