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

6 advisors left U•• F•••••••• S••••••• I••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
James David SchneiderMclean, VaJun 5, 2020May 22, 2020
Susanna Wynne DuranMclean, VaJun 5, 2020May 22, 2020
Thomas HarsanyiReston, VaJun 16, 2020May 22, 2020
David Alex CicconeMclean, VaJun 19, 2020May 22, 2020
David N LitmanMclean, VaJun 19, 2020May 22, 2020
Robert Gorman TaylorMclean, VaJun 19, 2020May 22, 2020
The rule
Registrations ended
Jun 5, 2020 to Jun 19, 2020
Registered next
May 22, 2020
Branch state
VA
Cities
2, most in Mclean, Va
Registered there that day
7,870 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape