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 P••••••••• S••••••••• C••••••••• for I•• W••••• M••••••••• I•••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Nick Allen EdwardsOviedo, FlFeb 28, 2017Mar 10, 2017
Nathan Andrew EdwardsOviedo, FlMar 1, 2017Mar 14, 2017
Nick Martin RiscignoOviedo, FlMar 1, 2017Mar 14, 2017
The rule
Registrations ended
Feb 28, 2017 to Mar 1, 2017
Registered next
Mar 10, 2017 to Mar 14, 2017
Branch state
FL
Cities
1, most in Oviedo, Fl
Registered there that day
219 (people still on IAPD; an estimate)
Share of that headcount
1.4%
Succession by the destination
none on the tape