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 I••••••• A••••••• S•••••••• L•• for A••••••• P•••••• W•••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrea Jose BrunoMiami, FlSep 4, 2024Nov 11, 2024
Shmuel Isaac MayaMiami, FlSep 4, 2024Feb 5, 2025
The rule
Registrations ended
Sep 4, 2024
Registered next
Nov 11, 2024 to Feb 5, 2025
Branch state
FL
Cities
2, most in Miami, Fl
Registered there that day
143 (people still on IAPD; an estimate)
Share of that headcount
1.4%
Succession by the destination
none on the tape