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 M• C•••••• M••••••••• I••• for F•••• F•••••••• M••••••••• L•

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon Lee MeyerSonora, CaFeb 14, 2024Jan 1, 2025
Jason Gregory PinkSonora, CaFeb 14, 2024Mar 5, 2024
The rule
Registrations ended
Feb 14, 2024
Registered next
Mar 5, 2024 to Jan 1, 2025
Branch state
CA
Cities
1, most in Sonora, Ca
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape