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Team lift-out

5 advisors left S•••••••• A••••••• L•• for S••••• W••••• A•••••••• I•••

national BDtono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Stella ShimBoston, MaMay 28, 2025Jun 13, 2025
Barry KaimanBoston, MaMay 30, 2025Jun 24, 2025
Cory WadeBoston, MaJun 11, 2025Jun 27, 2025
Matthew PlunkittBoston, MaJun 18, 2025Sep 24, 2025
Adam LeatherbyBoston, MaJun 23, 2025Jul 24, 2025
The rule
Registrations ended
May 28, 2025 to Jun 23, 2025
Registered next
Jun 13, 2025 to Sep 24, 2025
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