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 O•••• F•• I••• for I••••••••• W••••• C••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
William Edward SpinnerManalapan, NjSep 18, 2019Sep 20, 2019
Frank StuartManalapan, NjSep 19, 2019Sep 20, 2019
The rule
Registrations ended
Sep 18, 2019 to Sep 19, 2019
Registered next
Sep 20, 2019
Branch state
NJ
Cities
1, most in Manalapan, Nj
Registered there that day
1,012 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape