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Channel change (one enterprise)

6 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••

Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Yevett Tonja Louise MaramanTampa, FlSep 8, 2026Sep 8, 2026
Attila SzalayTampa, FlSep 10, 2026Sep 10, 2026
Keith GandyTampa, FlSep 10, 2026Sep 11, 2026
Michael John CampoamorTampa, FlSep 10, 2026Sep 10, 2026
Nicholas Steve StavrakisTampa, FlSep 10, 2026Sep 10, 2026
Christine Marie ProctorTampa, FlSep 14, 2026Sep 14, 2026
The rule
Registrations ended
Sep 8, 2026 to Sep 14, 2026
Registered next
Sep 8, 2026 to Sep 14, 2026
Branch state
FL
Cities
1, most in Tampa, Fl
Registered there that day
14,656 (people still on IAPD; an estimate)
Share of that headcount
0.0%
One enterprise because
the two CRDs file under the same business name
Succession by the destination
none on the tape