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 C•••••• S••••• • C••• I••• for V••••••• A•••••••• I•••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cristian Arman MarcelenoWestlake, TxJul 21, 2025Feb 5, 2026
Robert Alex LutenAustin, TxJul 26, 2025Sep 11, 2025
The rule
Registrations ended
Jul 21, 2025 to Jul 26, 2025
Registered next
Sep 11, 2025 to Feb 5, 2026
Branch state
TX
Cities
1, most in Westlake, Tx
Registered there that day
5,743 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape