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 F••••••• P••••••• A•• W•••••••• A••••••• for M••••• S••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Quinten Ganter KnudsenSalt Lake City, UtAug 26, 2024Aug 26, 2024
Joseph HeinesSalt Lake City, UtSep 9, 2024Sep 26, 2024
The rule
Registrations ended
Aug 26, 2024 to Sep 9, 2024
Registered next
Aug 26, 2024 to Sep 26, 2024
Branch state
UT
Cities
1, most in Salt Lake City, Ut
Registered there that day
14,223 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape