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

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher David SadakaJupiter, FlApr 23, 2021Apr 22, 2021
John Nikitas ZavolasJupiter, FlApr 23, 2021Apr 23, 2021
Kristie ManheimPunta Gorda, FlApr 30, 2021Apr 29, 2021
Thomas Andrew PaulsonLongboat Key, FlApr 30, 2021Apr 29, 2021
The rule
Registrations ended
Apr 23, 2021 to Apr 30, 2021
Registered next
Apr 22, 2021 to Apr 29, 2021
Branch state
FL
Cities
2, most in Jupiter, Fl
Registered there that day
22,396 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape