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••••• W•••••• I••• for G••••• W•••••• I•••

state registeredtostate registeredOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jacob Neuman ImpellicceiriDenver, CoAug 13, 2026Apr 6, 2026
Richard Meriwether SwenssonDenver, CoAug 13, 2026Apr 6, 2026
The rule
Registrations ended
Aug 13, 2026
Registered next
Apr 6, 2026
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape