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 S•••••••• A••••••• L•• for F••••• I•••••••••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Frank J. ColucciBoston, MaMay 19, 2026Jul 20, 2026
Brian Lee GlassBoston, MaMay 20, 2026Aug 17, 2026
The rule
Registrations ended
May 19, 2026 to May 20, 2026
Registered next
Jul 20, 2026 to Aug 17, 2026
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
16,603 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape