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 V•••• F•••••••• A•••••••• I••• for A••••••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Paul TuninkBoca Raton, FlApr 1, 2024Mar 18, 2024
Ross BrennerBoca Raton, FlApr 1, 2024Mar 19, 2024
The rule
Registrations ended
Apr 1, 2024
Registered next
Mar 18, 2024 to Mar 19, 2024
Branch state
FL
Cities
1, most in Boca Raton, Fl
Registered there that day
1,132 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape