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Firm absorbed

4 advisors left T••••••••• C•••••• L•• for T••••••••• C•••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Gregory Thomas PacittiBradenton, FlMar 13, 2018Feb 9, 2018
Kaleb Donald MccartyBradenton, FlMar 13, 2018Feb 19, 2018
Michael Wayne WilliamsBradenton, FlMar 13, 2018Sep 4, 2018
Ronald John LumleySarasota, FlMar 13, 2018Jan 1, 2025
The rule
Registrations ended
Mar 13, 2018
Registered next
Feb 9, 2018 to Jan 1, 2025
Branch state
FL
Cities
2, most in Bradenton, Fl
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape