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Team lift-out

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

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Paul SeibtBoston, MaJun 10, 2026Jul 16, 2026
Marcus Ryan OwensBoston, MaJun 18, 2026Jun 29, 2026
Linh Tue NguyenBoston, MaJun 22, 2026Jul 10, 2026
Eric Alexander TallonBoston, MaJul 6, 2026Aug 11, 2026
Matthew T. PileskiBoston, MaJul 13, 2026Jul 13, 2026
The rule
Registrations ended
Jun 10, 2026 to Jul 13, 2026
Registered next
Jun 29, 2026 to Aug 11, 2026
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
16,704 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape