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 L•• F•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Grace SeymourNashville, TnMar 20, 2024May 3, 2024
Jenna HokansonNashville, TnMar 25, 2024Mar 27, 2024
The rule
Registrations ended
Mar 20, 2024 to Mar 25, 2024
Registered next
Mar 27, 2024 to May 3, 2024
Branch state
TN
Cities
1, most in Nashville, Tn
Registered there that day
8,822 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape