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 O••••••••• • C•• I••• for S•• A•••• A•••• A•••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Alex LeeBoca Raton, FlAug 24, 2018Aug 21, 2018
Michael Jay ShatskyBoca Raton, FlAug 24, 2018Aug 23, 2018
The rule
Registrations ended
Aug 24, 2018
Registered next
Aug 21, 2018 to Aug 23, 2018
Branch state
FL
Cities
1, most in Boca Raton, Fl
Registered there that day
861 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape