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

5 advisors left C••••••••• F•••••••• N•••••• for M••••• A•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bruce Robert HoslerScottsdale, AzJul 18, 2025Jul 18, 2025
Alexander Gibran KouryScottsdale, AzJul 21, 2025Jul 21, 2025
Cody D TeeplesPrescott, AzJul 21, 2025Aug 1, 2025
Jason Robert HoslerScottsdale, AzJul 21, 2025Jul 22, 2025
Cameron Garrett GrandpreScottsdale, AzJul 23, 2025Aug 1, 2025
The rule
Registrations ended
Jul 18, 2025 to Jul 23, 2025
Registered next
Jul 18, 2025 to Aug 1, 2025
Branch state
AZ
Cities
2, most in Scottsdale, Az
Registered there that day
3,474 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
a succession within a year (Sep 30, 2024), not necessarily this firm