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 M••••• S•••••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Byron PosadasNaples, FlAug 9, 2016Jul 14, 2016
Mark Christopher JonesOrmond Beach, FlAug 15, 2016Jul 26, 2016
Frank DevitoPalm Beach Gardens, FlAug 17, 2016Aug 15, 2016
The rule
Registrations ended
Aug 9, 2016 to Aug 17, 2016
Registered next
Jul 14, 2016 to Aug 15, 2016
Branch state
FL
Cities
3, most in Naples, Fl
Registered there that day
13,795 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape