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
Charles E Ellzey Hoffman Jr.San Antonio, TxApr 12, 2021Apr 1, 2021
David George LloydCuero, TxApr 12, 2021Apr 1, 2021
Londa Gaye WillemsSan Antonio, TxApr 12, 2021Apr 1, 2021
The rule
Registrations ended
Apr 12, 2021
Registered next
Apr 1, 2021
Branch state
TX
Cities
2, most in San Antonio, Tx
Registered there that day
7,840 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape