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Team lift-out

5 advisors left L•• F•••••••• L•• for I••••••••• F•••••••• P•••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon A. MaresmaJacksonville, FlJul 15, 2019Jan 1, 2025
John Donald GosztylaJacksonville Beach, FlJul 15, 2019Jul 5, 2019
Kelly Lynn RylandPensacola, FlJul 15, 2019Jul 5, 2019
Marlin R HowleyJacksonville Beach, FlJul 15, 2019Jul 15, 2019
Robert Andrew BraceyJacksonville Beach, FlJul 15, 2019Jul 5, 2019
The rule
Registrations ended
Jul 15, 2019
Registered next
Jul 5, 2019 to Jan 1, 2025
Branch state
FL
Cities
3, most in Jacksonville Beach, Fl
Registered there that day
8,599 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
a succession within a year (Oct 15, 2018), not necessarily this firm