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

6 advisors left L•••••• I••••••••• for C•••••• A•••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael Ara SarafianTampa, FlDec 8, 2022May 25, 2021
Robert C CapuanoTampa, FlDec 8, 2022Sep 26, 2019
Tyler Caldwell CurtisLutz, FlDec 8, 2022Nov 13, 2014
Tanner Jay BettsBonita Springs, FlDec 16, 2022Sep 28, 2018
Jose GautierMiami Beach, FlDec 22, 2022Jul 30, 2018
Michael J GarciaLutz, FlJan 2, 2023Aug 1, 2022
The rule
Registrations ended
Dec 8, 2022 to Jan 2, 2023
Registered next
Nov 13, 2014 to Aug 1, 2022
Branch state
FL
Cities
4, most in Lutz, Fl
Registered there that day
798 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape