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 R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Heather A PooleLouisville, KyMar 7, 2017Mar 3, 2017
Patricia Botticelli BennettLouisville, KyMar 7, 2017Mar 13, 2017
The rule
Registrations ended
Mar 7, 2017
Registered next
Mar 3, 2017 to Mar 13, 2017
Branch state
KY
Cities
1, most in Louisville, Ky
Registered there that day
18,990 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape