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 C••••••••• F•••••••• N•••••• for L•• F•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christian CoveyProvo, UtJan 4, 2022Jan 4, 2022
Andrew Kenneth WalkerProvo, UtJan 12, 2022Jan 4, 2022
The rule
Registrations ended
Jan 4, 2022 to Jan 12, 2022
Registered next
Jan 4, 2022
Branch state
UT
Cities
2, most in Provo, Ut
Registered there that day
2,651 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape