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 M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Katelynn Rae LepageRiverside, RiFeb 14, 2018Feb 22, 2018
David Trainor TremblayRiverside, RiFeb 28, 2018Mar 6, 2018
The rule
Registrations ended
Feb 14, 2018 to Feb 28, 2018
Registered next
Feb 22, 2018 to Mar 6, 2018
Branch state
RI
Cities
1, most in Riverside, Ri
Registered there that day
19,960 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape