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 F•••••• 3•• G•••• L•• for S••••••••• A•••••• A•••••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Ronald Lawrence MyersPlantation, FlFeb 24, 2023Jul 17, 2020
Solomon Edward ReevesPlantation, FlFeb 24, 2023Jul 17, 2020
The rule
Registrations ended
Feb 24, 2023
Registered next
Jul 17, 2020
Branch state
FL
Cities
1, most in Plantation, Fl
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
40%
Succession by the destination
none on the tape