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Team lift-out

2 advisors left S•••••••• A••••••• L•• for M••••• S••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew VellaBoston, MaApr 14, 2026Apr 15, 2026
Kristen HilleryBoston, MaApr 17, 2026Mar 30, 2026
The rule
Registrations ended
Apr 14, 2026 to Apr 17, 2026
Registered next
Mar 30, 2026 to Apr 15, 2026
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
16,553 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape