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 E•••••••• A•••••••• L•• for T••• F••••••••

national BDtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Mark David WhittakerSalt Lake City, UtMay 15, 2015Aug 16, 2012
Jared Nathan JohnsenDraper, UtMay 20, 2015Jan 12, 2009
The rule
Registrations ended
May 15, 2015 to May 20, 2015
Registered next
Jan 12, 2009 to Aug 16, 2012
Branch state
UT
Cities
2, most in Salt Lake City, Ut
Registered there that day
2,014 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape