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 R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
David Charles VallieGrand Blanc, MiFeb 28, 2022Feb 25, 2022
Michelle A LoneyGrand Blanc, MiFeb 28, 2022Mar 10, 2022
Mitchel VallieGrand Blanc, MiFeb 28, 2022Feb 25, 2022
The rule
Registrations ended
Feb 28, 2022
Registered next
Feb 25, 2022 to Mar 10, 2022
Branch state
MI
Cities
1, most in Grand Blanc, Mi
Registered there that day
21,942 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape