Corey Culp-Ramsey

What changed

Hired as vice president/planning specialist; previously a wealth management consultant at Saybrus Partners in Virginia.

Reported / discovered

Oct 17, 2017

Effective

Not reported

New role

Vice President/Planning Specialist

Previous role

Not reported

Market

Dallas/Fort Worth, TX

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.