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••••••••• C••••••• L•• for P••••••• W••••• G••••• L••

mixed wealthtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Eric Dean StuartLehi, UtMay 26, 2023Apr 17, 2023
Randall Greer SparksSouth Jordan, UtMay 26, 2023Apr 17, 2023
The rule
Registrations ended
May 26, 2023
Registered next
Apr 17, 2023
Branch state
UT
Cities
2, most in Lehi, Ut
Registered there that day
75 (people still on IAPD; an estimate)
Share of that headcount
2.7%
Succession by the destination
none on the tape