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.

Firm absorbed

3 advisors left P••••••••• P•••••• W••••• P•••••••• L•• for S•••• Q•••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Fraser FergusonLas Vegas, NvJun 30, 2025Jun 12, 2025
Deanna Jean MillerLas Vegas, NvJun 30, 2025Jun 13, 2025
Patricia Ann YeagerLas Vegas, NvJun 30, 2025Jun 20, 2025
The rule
Registrations ended
Jun 30, 2025
Registered next
Jun 12, 2025 to Jun 20, 2025
Branch state
NV
Cities
1, most in Las Vegas, Nv
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape