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••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Thomas Marshall UngerCincinnati, OhSep 17, 2021Sep 10, 2021
Blair HarringtonCincinnati, OhSep 21, 2021Sep 10, 2021
Trisha Lynn FountainCleveland, OhSep 21, 2021Sep 10, 2021
The rule
Registrations ended
Sep 17, 2021 to Sep 21, 2021
Registered next
Sep 10, 2021
Branch state
OH
Cities
2, most in Cincinnati, Oh
Registered there that day
7,876 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape