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 U•• F•••••••• S••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Todd KellerLexington, KyJun 7, 2024May 29, 2024
Matthew Albert FrescaLexington, KyJun 10, 2024May 29, 2024
Stephanie Rose WattsLexington, KyJun 10, 2024May 29, 2024
The rule
Registrations ended
Jun 7, 2024 to Jun 10, 2024
Registered next
May 29, 2024
Branch state
KY
Cities
1, most in Lexington, Ky
Registered there that day
8,883 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape