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••••••• S••••••• A••••••• for A••••••••• F•••••••• S•••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Donald Edgar BatesIndianapolis, InDec 14, 2022Dec 13, 2022
Joseph Randall WesleyIndianapolis, InDec 14, 2022Dec 13, 2022
The rule
Registrations ended
Dec 14, 2022
Registered next
Dec 13, 2022
Branch state
IN
Cities
1, most in Indianapolis, In
Registered there that day
43 (people still on IAPD; an estimate)
Share of that headcount
4.7%
Succession by the destination
none on the tape