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 N•••••• A•••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Eric LoobySioux Falls, SdFeb 11, 2025Jan 31, 2025
James Patrick WillersSioux Falls, SdFeb 11, 2025Feb 12, 2025
Megan Rae LandonSioux Falls, SdFeb 11, 2025Feb 12, 2025
The rule
Registrations ended
Feb 11, 2025
Registered next
Jan 31, 2025 to Feb 12, 2025
Branch state
SD
Cities
1, most in Sioux Falls, Sd
Registered there that day
9,107 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape