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 M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Erica Lynn DoreFlower Mound, TxDec 12, 2017Dec 8, 2017
Glen David SmithFlower Mound, TxDec 12, 2017Dec 8, 2017
Robert Lawrence CaseyFlower Mound, TxDec 12, 2017Dec 8, 2017
The rule
Registrations ended
Dec 12, 2017
Registered next
Dec 8, 2017
Branch state
TX
Cities
1, most in Flower Mound, Tx
Registered there that day
19,799 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape