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 V•••••••• I•••••••• for B•••••••• F••••••••

no RAUMtostate registeredOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael Lee DunlopClive, IaAug 26, 2021May 23, 2021
Travis Michael MartinekClive, IaAug 26, 2021May 23, 2021
The rule
Registrations ended
Aug 26, 2021
Registered next
May 23, 2021
Branch state
IA
Cities
1, most in Clive, Ia
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape