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••••••••• R••••••• A•••••••• I••• for M•••••• W•••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Giancarlo LamourtteMiami, FlDec 31, 2019May 18, 2021
Stephen Anthony TaylorNorth Bay Village, FlDec 31, 2019May 30, 2019
The rule
Registrations ended
Dec 31, 2019
Registered next
May 30, 2019 to May 18, 2021
Branch state
FL
Cities
2, most in North Bay Village, Fl
Registered there that day
2,532 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape