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Team lift-out

3 advisors left F•••••• F•••••••• A•••••••• L•• for E•••••• A••••••• G••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Denis IzotovTampa, FlFeb 19, 2024Jul 8, 2026
Zack Michael WaltonJacksonville, FlFeb 26, 2024Jun 10, 2024
Dorath V ChamarthiMiami, FlMar 1, 2024May 29, 2025
The rule
Registrations ended
Feb 19, 2024 to Mar 1, 2024
Registered next
Jun 10, 2024 to Jul 8, 2026
Branch state
FL
Cities
3, most in Tampa, Fl
Registered there that day
233 (people still on IAPD; an estimate)
Share of that headcount
1.3%
Succession by the destination
a succession within a year (Apr 6, 2023), not necessarily this firm