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Team lift-out

2 advisors left S•••••••• A••••••• L•• for E•••••• A••••••• G••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anna RifkinBoston, MaMay 28, 2025Mar 5, 2026
Sean James HowardBoston, MaMay 29, 2025Jan 16, 2026
The rule
Registrations ended
May 28, 2025 to May 29, 2025
Registered next
Jan 16, 2026 to Mar 5, 2026
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
15,410 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape