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

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Carlos A SuazaMiami, FlNov 6, 2023Nov 9, 2023
Alexandre Raoul BlagojevicFort Myers, FlNov 15, 2023Nov 13, 2023
David BeharAventura, FlNov 15, 2023Nov 10, 2023
David NagelAventura, FlNov 15, 2023Nov 10, 2023
Roman SazonovFort Myers, FlNov 15, 2023Nov 13, 2023
Sara Marie JonesFort Myers, FlNov 15, 2023Nov 13, 2023
Eugenio Hugo GandiniCoral Gables, FlNov 21, 2023Nov 7, 2023
The rule
Registrations ended
Nov 6, 2023 to Nov 21, 2023
Registered next
Nov 7, 2023 to Nov 13, 2023
Branch state
FL
Cities
4, most in Fort Myers, Fl
Registered there that day
20,276 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape