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 W•••• F•••• A••••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jonathan Pastor GomezBoca Raton, FlMay 22, 2018May 29, 2018
Eric Stephen DionBoca Raton, FlMay 23, 2018May 20, 2018
Gary Neil WeissmanBoca Raton, FlMay 23, 2018May 20, 2018
The rule
Registrations ended
May 22, 2018 to May 23, 2018
Registered next
May 20, 2018 to May 29, 2018
Branch state
FL
Cities
1, most in Boca Raton, Fl
Registered there that day
14,214 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape