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 R•••••• J•••• • A••••••••• I••• for 1••• A•••• M••••••••• L••

national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Holly Leigh BrowerDallas, TxMay 10, 2021Dec 8, 2021
Jessica Noelle Grigsby BordelonDallas, TxMay 10, 2021Dec 8, 2021
Douglas Scott WallDallas, TxMay 21, 2021May 7, 2021
The rule
Registrations ended
May 10, 2021 to May 21, 2021
Registered next
May 7, 2021 to Dec 8, 2021
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
4,004 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape