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

8 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bruce Robert ParmenterLakeland, FlJan 23, 2026Jan 21, 2026
Alexander Turner Thomas IVOcala, FlFeb 3, 2026Feb 2, 2026
Mark Lee DickersonOcala, FlFeb 4, 2026Feb 3, 2026
Stephen Carl PetersonLake Mary, FlFeb 4, 2026Feb 2, 2026
David Markham DesantisOcala, FlFeb 5, 2026Feb 4, 2026
Thomas Martin RomanacOcala, FlFeb 5, 2026Feb 2, 2026
Catherine Cagle HarrisThe Villages, FlFeb 9, 2026Feb 2, 2026
Dale Lawrence CebertTampa, FlFeb 13, 2026Feb 3, 2026
The rule
Registrations ended
Jan 23, 2026 to Feb 13, 2026
Registered next
Jan 21, 2026 to Feb 4, 2026
Branch state
FL
Cities
5, most in Ocala, Fl
Registered there that day
12,501 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape