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

4 advisors left C•••••••• G••••• M•••••• I••• for J••• M••••• S••••••••• L••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Lawrence JohnsonBoca Raton, FlApr 10, 2024Apr 23, 2024
Monica Isabel Franco-ColinetMiami, FlApr 15, 2024May 24, 2024
Patrick ManginiJacksonville, FlApr 16, 2024Dec 26, 2024
Kevin DempseyTampa, FlApr 25, 2024Apr 26, 2024
The rule
Registrations ended
Apr 10, 2024 to Apr 25, 2024
Registered next
Apr 23, 2024 to Dec 26, 2024
Branch state
FL
Cities
4, most in Boca Raton, Fl
Registered there that day
2,197 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape