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

8 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Crawford Williamson LongAlpharetta, GaAug 7, 2017Aug 4, 2017
James Douglas KrantzAlpharetta, GaAug 7, 2017Aug 10, 2017
Mary H WollsteinAtlanta, GaAug 7, 2017Aug 4, 2017
Stephen Eric MaloneAtlanta, GaAug 7, 2017Aug 10, 2017
Tommy Thomas MillsAtlanta, GaAug 7, 2017Aug 10, 2017
Scott Joseph SchoenbergAlpharetta, GaAug 8, 2017Aug 7, 2017
Thomas Herring SteeleAlpharetta, GaAug 8, 2017Aug 7, 2017
Eliana PerezAtlanta, GaAug 9, 2017Aug 8, 2017
The rule
Registrations ended
Aug 7, 2017 to Aug 9, 2017
Registered next
Aug 4, 2017 to Aug 10, 2017
Branch state
GA
Cities
2, most in Atlanta, Ga
Registered there that day
19,329 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape