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 L•• E••••••••• L•• for P•• W••••• M•••••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel StasiwTroy, MiSep 23, 2025Oct 1, 2025
Marvin Rudolph YoumansTroy, MiOct 6, 2025Oct 31, 2025
The rule
Registrations ended
Sep 23, 2025 to Oct 6, 2025
Registered next
Oct 1, 2025 to Oct 31, 2025
Branch state
MI
Cities
1, most in Troy, Mi
Registered there that day
2,691 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape