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

3 advisors left C•••••• S••••• • C••• I••• for V••••••• A•••••••• I•••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey Joseph SkousenWestlake, TxJul 28, 2022Aug 22, 2022
Cody Ryan KilpatrickWestlake, TxAug 9, 2022Aug 22, 2022
Omar Alberto TovarWestlake, TxAug 11, 2022Aug 17, 2022
The rule
Registrations ended
Jul 28, 2022 to Aug 11, 2022
Registered next
Aug 17, 2022 to Aug 22, 2022
Branch state
TX
Cities
2, most in Westlake, Tx
Registered there that day
4,523 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape