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 S•••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Roy Maxwell Alvis, Jr.Lufkin, TxAug 24, 2022Aug 19, 2022
William Allen AlvisLufkin, TxAug 24, 2022Aug 21, 2022
The rule
Registrations ended
Aug 24, 2022
Registered next
Aug 19, 2022 to Aug 21, 2022
Branch state
TX
Cities
1, most in Lufkin, Tx
Registered there that day
21,974 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape