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 W••••••• F•••••••• S•••••••• I••• for K••••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Ashley W. CaudleMarshall, TxAug 26, 2019Aug 22, 2019
Kenneth Kyle KnoxMarshall, TxAug 26, 2019Aug 22, 2019
The rule
Registrations ended
Aug 26, 2019
Registered next
Aug 22, 2019
Branch state
TX
Cities
1, most in Marshall, Tx
Registered there that day
1,173 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
a succession within a year (Jun 26, 2019), not necessarily this firm