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•••• W••••• for M••••• W••••• L••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Jack Louis KnetterHigh Point, NcJun 3, 2024May 31, 2024
Montel Hollis HawkinsHigh Point, NcJun 3, 2024May 30, 2024
The rule
Registrations ended
Jun 3, 2024
Registered next
May 30, 2024 to May 31, 2024
Branch state
NC
Cities
1, most in High Point, Nc
Registered there that day
34 (people still on IAPD; an estimate)
Share of that headcount
5.9%
Succession by the destination
none on the tape