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 H••••• A•••• M••••••••• L•• for O•••• W•••••• I•••

unclassifiedtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
David Christopher WalkupThe Woodlands, TxApr 29, 2024Sep 1, 2023
Dean Alan HarmanThe Woodlands, TxApr 29, 2024Sep 1, 2023
The rule
Registrations ended
Apr 29, 2024
Registered next
Sep 1, 2023
Branch state
TX
Cities
1, most in The Woodlands, Tx
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape