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 G••••• F•••••••• P•••••• C••••••• I••• for A• W••••• M••••••••• L••

othertono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Nathaniel Joseph MillerSarasota, FlMar 23, 2016Apr 25, 2016
Philip Roger GordleySarasota, FlApr 6, 2016May 6, 2016
The rule
Registrations ended
Mar 23, 2016 to Apr 6, 2016
Registered next
Apr 25, 2016 to May 6, 2016
Branch state
FL
Cities
1, most in Sarasota, Fl
Registered there that day
239 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape