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Team lift-out

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

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Sarah Conroy HickeyBoston, MaMay 14, 2026Jun 12, 2026
Craig Christopher OfficerBoston, MaMay 21, 2026Jun 4, 2026
The rule
Registrations ended
May 14, 2026 to May 21, 2026
Registered next
Jun 4, 2026 to Jun 12, 2026
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
16,590 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape