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

2 advisors left M•••••• A••••• S••••••••• L•• for A• W••••• M••••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Curtis Cayle CookNaples, FlDec 31, 2022Dec 20, 2022
Wesley Dean BurdetteNaples, FlDec 31, 2022Jan 4, 2023
The rule
Registrations ended
Dec 31, 2022
Registered next
Dec 20, 2022 to Jan 4, 2023
Branch state
FL
Cities
1, most in Naples, Fl
Registered there that day
83 (people still on IAPD; an estimate)
Share of that headcount
2.4%
Succession by the destination
none on the tape