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 K••••• P•••••• W••••• S•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Bryant James TromblyHuntersville, NcMar 17, 2023Mar 16, 2023
Dee N BuckminsterHuntersville, NcMar 17, 2023Mar 27, 2023
Austin L PalmerHuntersville, NcMar 18, 2023Mar 16, 2023
The rule
Registrations ended
Mar 17, 2023 to Mar 18, 2023
Registered next
Mar 16, 2023 to Mar 27, 2023
Branch state
NC
Cities
1, most in Huntersville, Nc
Registered there that day
23,104 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape