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Team lift-out

2 advisors left P•• W••••• M••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Ignacio BartolomeiOrlando, FlMay 28, 2021Sep 10, 2021
Nikko J. RichardsonBoca Raton, FlJun 11, 2021Aug 4, 2021
The rule
Registrations ended
May 28, 2021 to Jun 11, 2021
Registered next
Aug 4, 2021 to Sep 10, 2021
Branch state
FL
Cities
2, most in Orlando, Fl
Registered there that day
770 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape