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 U•• F•••••••• S••••••• I••• for 1••• W••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Deanna Leigh SuarezAtlanta, GaMar 22, 2017Mar 13, 2017
Sean David O'TooleAtlanta, GaMar 22, 2017Mar 13, 2017
The rule
Registrations ended
Mar 22, 2017
Registered next
Mar 13, 2017
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
7,585 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape