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 C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Robert Vernon CarrLakewood Ranch, FlMay 11, 2026May 1, 2026
Christina Beers CareyLakewood Ranch, FlMay 13, 2026May 1, 2026
The rule
Registrations ended
May 11, 2026 to May 13, 2026
Registered next
May 1, 2026
Branch state
FL
Cities
2, most in Sarasota, Fl
Registered there that day
10,251 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape