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 C•••••• S••••• • C••• I••• for S•••••••• A••••••• L••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexey Igorivich Caswell-YatsenkoWalnut Creek, CaOct 27, 2015Nov 3, 2015
Cynthia AutenreithMilpitas, CaOct 30, 2015Jan 11, 2016
The rule
Registrations ended
Oct 27, 2015 to Oct 30, 2015
Registered next
Nov 3, 2015 to Jan 11, 2016
Branch state
CA
Cities
2, most in Walnut Creek, Ca
Registered there that day
1,779 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape