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 C•••••• S••••• • C••• I•••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Kayla Amber Nicole WashingtonWestlake, TxSep 10, 2020Oct 20, 2020
Samuel J KirkWestlake, TxSep 16, 2020Oct 22, 2020
The rule
Registrations ended
Sep 10, 2020 to Sep 16, 2020
Registered next
Oct 20, 2020 to Oct 22, 2020
Branch state
TX
Cities
1, most in Westlake, Tx
Registered there that day
6,647 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape