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 G•••••• A••••••• G•••• L•• for N•••••••• I••••••••• P•••••••

state registeredtostate registeredOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
David Andrew ThompsonAlpharetta, GaFeb 25, 2025Mar 2, 2026
Alexander StoehrAlpharetta, GaFeb 28, 2025Apr 3, 2025
The rule
Registrations ended
Feb 25, 2025 to Feb 28, 2025
Registered next
Apr 3, 2025 to Mar 2, 2026
Branch state
GA
Cities
1, most in Alpharetta, Ga
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape