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 A•••••••• F•••••••• A••••••• L•• for B••••••••• C•••••• M••••••••• L••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Beltran Carlos GamboaClearwater, FlJan 6, 2020Sep 5, 2024
Todd Christopher PierceClearwater, FlJan 16, 2020Jan 6, 2020
The rule
Registrations ended
Jan 6, 2020 to Jan 16, 2020
Registered next
Jan 6, 2020 to Sep 5, 2024
Branch state
FL
Cities
1, most in Clearwater, Fl
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape