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 J••• M••••• S••••••••• L•• for V•••••• C•••••• M••••••••• I•••

wirehousetoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Ronald DarwinSan Antonio, TxAug 28, 2019Jan 22, 2021
Adam Edward KennerdellSan Antonio, TxSep 11, 2019Jun 4, 2021
The rule
Registrations ended
Aug 28, 2019 to Sep 11, 2019
Registered next
Jan 22, 2021 to Jun 4, 2021
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
5,291 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape