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 S•••••• N••••••• • C••••••• I••••••••• for W•••• F•••• A•••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Glenn Samuel FrankAtlanta, GaJul 24, 2023Jul 17, 2023
John James MchaleAtlanta, GaJul 24, 2023Jul 13, 2023
Ryan Ashley StewartAtlanta, GaJul 24, 2023Jul 13, 2023
The rule
Registrations ended
Jul 24, 2023
Registered next
Jul 13, 2023 to Jul 17, 2023
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
2,908 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape