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Team lift-out

3 advisors left F•••••• F•••••••• A•••••••• L•• for K•• F••••••••• I•••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Austin Kenneth BurnettTampa, FlJan 6, 2025Jan 6, 2025
Giulliano Max GuimarayTampa, FlJan 6, 2025Jan 6, 2025
Luke JockovichTampa, FlJan 13, 2025Jan 12, 2026
The rule
Registrations ended
Jan 6, 2025 to Jan 13, 2025
Registered next
Jan 6, 2025 to Jan 12, 2026
Branch state
FL
Cities
1, most in Tampa, Fl
Registered there that day
368 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape