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

6 advisors left M••••• S•••••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Samantha Christiane StraubBoca Raton, FlMar 31, 2022Aug 10, 2022
Nathan Myer ShafferNaples, FlApr 7, 2022Apr 21, 2022
Noel E Christian BrewerOrlando, FlApr 12, 2022May 2, 2022
Nancy Marvel GillespieNaples, FlApr 18, 2022Apr 15, 2022
Gregory Brian FiegerNaples, FlApr 21, 2022Apr 15, 2022
Taylor Nicole KeiderlingTampa, FlApr 22, 2022May 4, 2022
The rule
Registrations ended
Mar 31, 2022 to Apr 22, 2022
Registered next
Apr 15, 2022 to Aug 10, 2022
Branch state
FL
Cities
4, most in Naples, Fl
Registered there that day
18,058 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape