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 I••••••••• F•••••••• G••••• L•• for W•••• F•••• A•••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Scot Rob HicksSan Diego, CaFeb 3, 2025Jan 31, 2025
Stuart F HennesseySan Diego, CaFeb 3, 2025Feb 3, 2025
The rule
Registrations ended
Feb 3, 2025
Registered next
Jan 31, 2025 to Feb 3, 2025
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
464 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape