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 T• A••••••••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••

no RAUMtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Christopher BarclayTampa, FlJan 11, 2021Mar 17, 2021
Tsolmontuya SaranCoral Gables, FlJan 11, 2021May 6, 2022
The rule
Registrations ended
Jan 11, 2021
Registered next
Mar 17, 2021 to May 6, 2022
Branch state
FL
Cities
2, most in Tampa, Fl
Registered there that day
1,467 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape