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
Gary Lee SobenFort Worth, TxApr 24, 2023Apr 21, 2023
Laura S GonzalesFort Worth, TxApr 24, 2023Apr 21, 2023
Travis R KirbyFort Worth, TxApr 24, 2023Apr 21, 2023
The rule
Registrations ended
Apr 24, 2023
Registered next
Apr 21, 2023
Branch state
TX
Cities
1, most in Fort Worth, Tx
Registered there that day
23,337 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape