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 L•• F•••••••• L•• for W•••• F•••• A•••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Paul BertschTubac, AzNov 16, 2023Nov 13, 2023
Gavin Herbert SchumakerTubac, AzNov 16, 2023Nov 10, 2023
Tommy Ray SchumakerTubac, AzNov 16, 2023Nov 10, 2023
The rule
Registrations ended
Nov 16, 2023
Registered next
Nov 10, 2023 to Nov 13, 2023
Branch state
AZ
Cities
1, most in Tubac, Az
Registered there that day
15,619 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape